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 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

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

Mullooly Asset Management's PDP Position: Q2 2026 in Review

Mullooly Asset Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.66% in Q2 2026, selling an estimated $5.71K and leaving 6,148 shares worth $932K. The position accounts for 0.29% of the portfolio, ranked #24.

Mullooly Asset Management first reported a position in PDP in Q1 2025 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Mullooly Asset Management held 6,148 shares of Invesco Dorsey Wright Momentum ETF worth $932K as of Q2 2026.
Mullooly Asset Management sold 41 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $5.71K.
Invesco Dorsey Wright Momentum ETF made up 0.29% of Mullooly Asset Management's portfolio in Q2 2026, its #24 holding.
Mullooly Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and has held it in 6 quarters since.
222 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Mullooly Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.