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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mirador Capital Partners's PDP Position: Q2 2026 in Review

Mirador Capital Partners held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 2,000 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #190.

Mirador Capital Partners first reported a position in PDP in Q3 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Mirador Capital Partners held 2,000 shares of Invesco Dorsey Wright Momentum ETF worth $303K as of Q2 2026.
Mirador Capital Partners left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.04% of Mirador Capital Partners's portfolio in Q2 2026, its #190 holding.
Mirador Capital Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 7 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.