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Legacy Wealth Management (Idaho)’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Legacy Wealth Management (Idaho)’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
2026
Q1 		$966 Hold
8
– – ﹤0.01% 879
2025
Q4 		$932 Buy
+8
New +$942 ﹤0.01% 756

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PDP Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2026 at 8 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Legacy Wealth Management (Idaho) first reported a position in PDP in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 8 shares of Invesco Dorsey Wright Momentum ETF worth $966 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #879 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.