MGB Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

MGB 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 Q4	$2.21M	Sell	18,971 -29	-0.2%	-$3.42K	0.63%	35
2025 Q3	$2.24M	Sell	19,000 -581	-3%	-$65.3K	0.63%	32
2025 Q2	$2.13M	Sell	19,581 -40	-0.2%	-$4.08K	0.7%	31
2025 Q1	$1.96M	Buy	19,621 +725	+4%	+$78.3K	0.71%	31
2024 Q4	$2.03M	Buy	18,896 +1,900	+11%	+$209K	0.63%	30
2024 Q3	$1.76M	Sell	16,996 -392	-2%	-$38.7K	0.64%	31
2024 Q2	$1.74M	Hold	17,388	–	–	0.65%	34
2024 Q1	$1.72M	Buy	17,388 +1	+0%	+$91	0.7%	35
2023 Q4	$1.49M	Buy	+17,387	New	+$1.38M	0.75%	36

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

MGB Wealth Management's PDP Position: Q4 2025 in Review

MGB Wealth Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.15% in Q4 2025, selling an estimated $3.42K and leaving 18,971 shares worth $2.21M. The position accounts for 0.63% of the portfolio, ranked #35.

MGB Wealth Management first reported a position in PDP in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.24M in Q3 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

MGB Wealth Management held 18,971 shares of Invesco Dorsey Wright Momentum ETF worth $2.21M as of Q4 2025.
MGB Wealth Management sold 29 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $3.42K.
Invesco Dorsey Wright Momentum ETF made up 0.63% of MGB Wealth Management's portfolio in Q4 2025, its #35 holding.
MGB Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $2.24M in Q3 2025.
200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.