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Lord & Richards Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-3,361
Closed -$336K – 131
2025
Q1 		$336K Sell
3,361
-954
-22% -$103K 0.38% 54
2024
Q4 		$464K Buy
+4,315
New +$474K 0.98% 42

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lord & Richards Wealth Management's PDP Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2025, closing a stake of 3,361 shares — an estimated $336K sold.

Lord & Richards Wealth Management first reported a position in PDP in Q4 2024 and held it in 2 quarters. The position peaked at $464K in Q4 2024. 203 funds tracked by Wall St. Rank hold PDP as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 3,361 Invesco Dorsey Wright Momentum ETF shares in Q2 2025, an estimated $336K.
  • Lord & Richards Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $464K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.