Lloyd Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Lloyd Advisory Services’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 Q2	$1.22M	Buy	+8,029	New	+$1.12M	0.47%	34
2026 Q1	–	Sell	-11,865	Closed	-$1.38M	–	994
2025 Q4	$1.38M	Buy	+11,865	New	+$1.4M	0.54%	34
2022 Q2	–	Sell	-42	Closed	-$3K	–	412
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	486
2021 Q4	$4K	Sell	42 -45,344	-100%	-$4.3M	﹤0.01%	358
2021 Q3	$4.06M	Buy	+45,386	New	+$4.17M	2.09%	11
2021 Q1	–	Sell	-40	Closed	-$4K	–	406
2020 Q4	$4K	Sell	40 -23,952	-100%	-$1.96M	﹤0.01%	279
2020 Q3	$1.83M	Buy	+23,992	New	+$1.77M	1.11%	11

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lloyd Advisory Services's PDP Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 8,029 shares worth $1.22M. The stake represents 0.47% of the portfolio and ranks #34 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PDP as recently as Q4 2025.

Lloyd Advisory Services first reported a position in PDP in Q3 2020 and has held it in 7 quarters since. The position peaked at $4.06M in Q3 2021. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Lloyd Advisory Services held 8,029 shares of Invesco Dorsey Wright Momentum ETF worth $1.22M as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new Lloyd Advisory Services position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.47% of Lloyd Advisory Services's portfolio in Q2 2026, its #34 holding.
Lloyd Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2020 and has held it in 7 quarters since.
Lloyd Advisory Services's Invesco Dorsey Wright Momentum ETF position peaked at $4.06M in Q3 2021.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.