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

MorganRosel 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
Q2 		$803K Sell
5,293
-749
-12% -$104K 0.27% 64
2026
Q1 		$730K Sell
6,042
-15,748
-72% -$1.95M 0.29% 62
2025
Q4 		$2.54M Sell
21,790
-325
-1% -$38.3K 0.63% 34
2025
Q3 		$2.61M Buy
22,115
+172
+0.8% +$19.3K 0.68% 33
2025
Q2 		$2.38M Sell
21,943
-70
-0.3% -$7.15K 0.65% 31
2025
Q1 		$2.2M Sell
22,013
-570
-3% -$61.6K 0.67% 30
2024
Q4 		$2.43M Sell
22,583
-165
-0.7% -$18.1K 0.8% 28
2024
Q3 		$2.35M Sell
22,748
-25
-0.1% -$2.47K 0.77% 27
2024
Q2 		$2.23M Sell
22,773
-636
-3% -$61.2K 0.79% 27
2024
Q1 		$2.31M Sell
23,409
-931
-4% -$85K 0.83% 27
2023
Q4 		$2.08M Sell
24,340
-397
-2% -$31.5K 0.8% 25
2023
Q3 		$1.9M Sell
24,737
-684
-3% -$54.5K 0.8% 24
2023
Q2 		$2.06M Sell
25,421
-562
-2% -$42.7K 0.84% 23
2023
Q1 		$1.97M Buy
25,983
+31
+0.1% +$2.31K 0.84% 23
2022
Q4 		$1.84M Sell
25,952
-382
-1% -$27.8K 0.85% 21
2022
Q3 		$1.78M Sell
26,334
-1,595
-6% -$116K 0.89% 23
2022
Q2 		$1.9M Buy
27,929
+1,960
+8% +$147K 1.02% 21
2022
Q1 		$2.1M Sell
25,969
-65,672
-72% -$5.33M 1.02% 20
2021
Q4 		$8.66M Buy
91,641
+996
+1% +$94.5K 4.21% 5
2021
Q3 		$8.11M Buy
90,645
+1,290
+1% +$119K 4.43% 5
2021
Q2 		$8.01M Buy
89,355
+675
+0.8% +$58.4K 4.49% 5
2021
Q1 		$7.55M Sell
88,680
-26,644
-23% -$2.33M 4.76% 5
2020
Q4 		$10.1M Sell
115,324
-2,813
-2% -$231K 7.12% 3
2020
Q3 		$9.03M Sell
118,137
-6,193
-5% -$456K 7.27% 3
2020
Q2 		$8.37M Sell
124,330
-12,295
-9% -$767K 7.74% 3
2020
Q1 		$7.37M Sell
136,625
-9,369
-6% -$587K 8.41% 2
2019
Q4 		$9.4M Sell
145,994
-1,066
-0.7% -$66.2K 7.13% 3
2019
Q3 		$8.96M Sell
147,060
-4,635
-3% -$286K 7.35% 3
2019
Q2 		$9.15M Buy
151,695
+28,521
+23% +$1.66M 7.54% 2
2019
Q1 		$6.98M Sell
123,174
-9,075
-7% -$483K 5.92% 4
2018
Q4 		$6.41M Buy
+132,249
New +$6.94M 6.63% 3

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MorganRosel Wealth Management's PDP Position: Q2 2026 in Review

MorganRosel Wealth Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 12% in Q2 2026, selling an estimated $104K and leaving 5,293 shares worth $803K. The position accounts for 0.27% of the portfolio, ranked #64.

MorganRosel Wealth Management first reported a position in PDP in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.1M in Q4 2020. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • MorganRosel Wealth Management held 5,293 shares of Invesco Dorsey Wright Momentum ETF worth $803K as of Q2 2026.
  • MorganRosel Wealth Management sold 749 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $104K.
  • Invesco Dorsey Wright Momentum ETF made up 0.27% of MorganRosel Wealth Management's portfolio in Q2 2026, its #64 holding.
  • MorganRosel Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and has held it in 31 quarters since.
  • MorganRosel Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $10.1M in Q4 2020.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.