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MAI Capital Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-300
Closed -$36.2K – 3957
2026
Q1 		$36.2K Hold
300
– – ﹤0.01% 2445
2025
Q4 		$34.9K Hold
300
– – ﹤0.01% 2218
2025
Q3 		$35.4K Hold
300
– – ﹤0.01% 2123
2025
Q2 		$32.6K Hold
300
– – ﹤0.01% 2103
2025
Q1 		$30K Hold
300
– – ﹤0.01% 2000
2024
Q4 		$32.3K Buy
+300
New +$32.9K ﹤0.01% 1991

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MAI Capital Management's PDP Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026, closing a stake of 300 shares — an estimated $36.2K sold.

MAI Capital Management first reported a position in PDP in Q4 2024 and held it in 6 quarters. The position peaked at $36.2K in Q1 2026. 222 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • MAI Capital Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 300 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $36.2K.
  • MAI Capital Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Invesco Dorsey Wright Momentum ETF position peaked at $36.2K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.