MFG
PDP icon

Merit Financial Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Merit Financial Group’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 		$756K Sell
6,261
-362
-5% -$44.9K 0.01% 1134
2025
Q4 		$771K Buy
6,623
+494
+8% +$58.2K 0.01% 1060
2025
Q3 		$724K Sell
6,129
-3,125
-34% -$351K 0.01% 997
2025
Q2 		$1M Sell
9,254
-525
-5% -$53.6K 0.01% 787
2025
Q1 		$978K Sell
9,779
-2,399
-20% -$259K 0.01% 664
2024
Q4 		$1.31M Buy
12,178
+3,453
+40% +$379K 0.02% 439
2024
Q3 		$901K Sell
8,725
-4,443
-34% -$439K 0.02% 449
2024
Q2 		$1.29M Sell
13,168
-398
-3% -$38.3K 0.03% 353
2024
Q1 		$1.28M Buy
13,566
+254
+2% +$23.2K 0.03% 345
2023
Q4 		$1.14M Buy
13,312
+1,489
+13% +$118K 0.03% 280
2023
Q3 		$910K Buy
11,823
+388
+3% +$30.9K 0.03% 339
2023
Q2 		$927K Sell
11,435
-715
-6% -$54.3K 0.03% 348
2023
Q1 		$923K Buy
12,150
+170
+1% +$12.6K 0.03% 298
2022
Q4 		$851K Buy
+11,980
New +$873K 0.03% 319

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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return