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MTM Investment Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

MTM Investment 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 		$4.35M Sell
28,686
-292
-1% -$40.7K 1.24% 17
2026
Q1 		$3.5M Sell
28,978
-445
-2% -$55.2K 1.11% 21
2025
Q4 		$3.42M Sell
29,423
-319
-1% -$37.6K 1.09% 19
2025
Q3 		$3.51M Sell
29,742
-1,200
-4% -$135K 1.12% 18
2025
Q2 		$3.36M Sell
30,942
-1,464
-5% -$149K 1.13% 20
2025
Q1 		$3.26M Sell
32,406
-250
-0.8% -$27K 1.26% 17
2024
Q4 		$3.51M Sell
32,656
-300
-0.9% -$32.9K 1.35% 17
2024
Q3 		$3.43M Hold
32,956
– – 1.34% 18
2024
Q2 		$3.23M Hold
32,956
– – 1.32% 18
2024
Q1 		$3.26M Hold
32,956
– – 1.34% 17
2023
Q4 		$2.82M Sell
32,956
-10
-0% -$794 1.29% 19
2023
Q3 		$2.54M Hold
32,966
– – 1.28% 19
2023
Q2 		$2.67M Hold
32,966
– – 1.3% 18
2023
Q1 		$2.5M Sell
32,966
-1,874
-5% -$139K 1.29% 19
2022
Q4 		$2.48M Sell
34,840
-252
-0.7% -$18.4K 1.29% 20
2022
Q3 		$2.37M Sell
35,092
-280
-0.8% -$20.4K 1.35% 18
2022
Q2 		$2.43M Sell
35,372
-255
-0.7% -$19.1K 1.31% 18
2022
Q1 		$2.89M Buy
35,627
+100
+0.3% +$8.12K 1.4% 14
2021
Q4 		$3.36M Sell
35,527
-2
-0% -$190 1.6% 8
2021
Q3 		$3.18M Sell
35,529
-33
-0.1% -$3.03K 1.73% 8
2021
Q2 		$3.19M Sell
35,562
-701
-2% -$60.7K 1.67% 11
2021
Q1 		$3.09M Sell
36,263
-11
-0% -$964 1.74% 10
2020
Q4 		$3.18M Buy
+36,274
New +$2.97M 1.97% 8

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

MTM Investment Management's PDP Position: Q2 2026 in Review

MTM Investment Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 1% in Q2 2026, selling an estimated $40.7K and leaving 28,686 shares worth $4.35M. The position accounts for 1.24% of the portfolio, ranked #17.

MTM Investment Management first reported a position in PDP in Q4 2020 and has held it in 23 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • MTM Investment Management held 28,686 shares of Invesco Dorsey Wright Momentum ETF worth $4.35M as of Q2 2026.
  • MTM Investment Management sold 292 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $40.7K.
  • Invesco Dorsey Wright Momentum ETF made up 1.24% of MTM Investment Management's portfolio in Q2 2026, its #17 holding.
  • MTM Investment Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and has held it in 23 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.