Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Kovitz Investment Group Partners’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,842
Closed -$217K – 1069
2025
Q3 		$217K Hold
1,842
– – ﹤0.01% 1317
2025
Q2 		$200K Buy
+1,842
New +$188K ﹤0.01% 1284

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LPL Financial
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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Kovitz Investment Group Partners's PDP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 1,842 shares — an estimated $217K sold.

Kovitz Investment Group Partners first reported a position in PDP in Q2 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,842 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $217K.
  • Kovitz Investment Group Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Invesco Dorsey Wright Momentum ETF position peaked at $217K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.