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

Modern 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
2026
Q1 		$349K Hold
2,831
– – 0.01% 669
2025
Q4 		$330K Hold
2,831
– – 0.01% 659
2025
Q3 		$334K Hold
2,831
– – 0.01% 616
2025
Q2 		$307K Hold
2,831
– – 0.01% 602
2025
Q1 		$283K Hold
2,831
– – 0.01% 546
2024
Q4 		$305K Buy
+2,831
New +$311K 0.01% 452

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 $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Modern Wealth Management's PDP Position: Q1 2026 in Review

Modern Wealth Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2026 at 2,831 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #669.

Modern Wealth Management first reported a position in PDP in Q4 2024 and has held it in 6 quarters since. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Modern Wealth Management held 2,831 shares of Invesco Dorsey Wright Momentum ETF worth $349K as of Q1 2026.
  • Modern Wealth Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #669 holding.
  • Modern Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.