Mariner’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Mariner’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	$202K	Buy	+1,329	New	+$185K	﹤0.01%	3149
2024 Q2	–	Sell	-3,629	Closed	-$358K	–	3255
2024 Q1	$358K	Hold	3,629	–	–	﹤0.01%	2298
2023 Q4	$310K	Hold	3,629	–	–	﹤0.01%	2313
2023 Q3	$279K	Hold	3,629	–	–	﹤0.01%	2218
2023 Q2	$294K	Sell	3,629 -107	-3%	-$8.12K	﹤0.01%	2134
2023 Q1	$284K	Buy	3,736 +333	+10%	+$24.8K	﹤0.01%	2118
2022 Q4	$242K	Hold	3,403	–	–	﹤0.01%	2211
2022 Q3	$230K	Buy	+3,403	New	+$248K	﹤0.01%	1967
2016 Q4	–	Sell	-574	Closed	-$24K	–	717
2016 Q3	$24K	Buy	+574	New	+$24.5K	﹤0.01%	683

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

Mariner's PDP Position: Q2 2026 in Review

Mariner opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 1,329 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #3149 among its holdings. This is a return to the name: Mariner previously reported a position in PDP as recently as Q1 2024.

Mariner first reported a position in PDP in Q3 2016 and has held it in 9 quarters since. The position peaked at $358K in Q1 2024. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Mariner held 1,329 shares of Invesco Dorsey Wright Momentum ETF worth $202K as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new Mariner position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #3149 holding.
Mariner first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2016 and has held it in 9 quarters since.
Mariner's Invesco Dorsey Wright Momentum ETF position peaked at $358K in Q1 2024.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.