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 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

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Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return