Mullooly Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Mullooly Asset 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 Q3	$791K	Sell	5,739 -409	-7%	-$56.1K	0.24%	26
2026 Q2	$932K	Sell	6,148 -41	-0.7%	-$5.71K	0.29%	24
2026 Q1	$747K	Hold	6,189	–	–	0.28%	26
2025 Q4	$720K	Hold	6,189	–	–	0.26%	26
2025 Q3	$730K	Sell	6,189 -363	-6%	-$40.8K	0.28%	24
2025 Q2	$711K	Buy	6,552 +3	+0%	+$306	0.3%	24
2025 Q1	$655K	Buy	+6,549	New	+$707K	0.3%	24

Other funds holding PDP

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mullooly Asset Management's PDP Position: Q3 2026 in Review

Mullooly Asset Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 6.7% in Q3 2026, selling an estimated $56.1K and leaving 5,739 shares worth $791K. The position accounts for 0.24% of the portfolio, ranked #26.

Mullooly Asset Management first reported a position in PDP in Q1 2025 and has held it in 7 quarters since. The position peaked at $932K in Q2 2026. 76 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

Mullooly Asset Management held 5,739 shares of Invesco Dorsey Wright Momentum ETF worth $791K as of Q3 2026.
Mullooly Asset Management sold 409 Invesco Dorsey Wright Momentum ETF shares in Q3 2026, an estimated $56.1K.
Invesco Dorsey Wright Momentum ETF made up 0.24% of Mullooly Asset Management's portfolio in Q3 2026, its #26 holding.
Mullooly Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and has held it in 7 quarters since.
Mullooly Asset Management's Invesco Dorsey Wright Momentum ETF position peaked at $932K in Q2 2026.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Mullooly Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.