MWM
PDP icon

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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return