Mirador Capital Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Mirador Capital Partners’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 Q3	$276K	Hold	2,000	–	–	0.03%	197
2026 Q2	$303K	Hold	2,000	–	–	0.04%	190
2026 Q1	$241K	Hold	2,000	–	–	0.03%	190
2025 Q4	$233K	Hold	2,000	–	–	0.03%	193
2025 Q3	$236K	Hold	2,000	–	–	0.03%	197
2025 Q2	$217K	Buy	+2,000	New	+$204K	0.04%	192
2025 Q1	–	Sell	-2,000	Closed	-$215K	–	208
2024 Q4	$215K	Hold	2,000	–	–	0.04%	185
2024 Q3	$207K	Buy	+2,000	New	+$197K	0.04%	186

Other funds holding PDP

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Mirador Capital Partners's PDP Position: Q3 2026 in Review

Mirador Capital Partners held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 2,000 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #197.

Mirador Capital Partners first reported a position in PDP in Q3 2024 and has held it in 8 quarters since. The position peaked at $303K in Q2 2026. 19 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

Mirador Capital Partners held 2,000 shares of Invesco Dorsey Wright Momentum ETF worth $276K as of Q3 2026.
Mirador Capital Partners left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Momentum ETF made up 0.03% of Mirador Capital Partners's portfolio in Q3 2026, its #197 holding.
Mirador Capital Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 8 quarters since.
Mirador Capital Partners's Invesco Dorsey Wright Momentum ETF position peaked at $303K in Q2 2026.
19 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.