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NewEdge Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

NewEdge Advisors’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 		$7.79M Sell
64,557
-18,643
-22% -$2.31M 0.03% 524
2025
Q4 		$9.68M Sell
83,200
-838
-1% -$98.7K 0.04% 437
2025
Q3 		$9.92M Sell
84,038
-566
-0.7% -$63.6K 0.05% 400
2025
Q2 		$9.19M Sell
84,604
-13,514
-14% -$1.38M 0.05% 387
2025
Q1 		$9.81M Sell
98,118
-3,786
-4% -$409K 0.06% 330
2024
Q4 		$11M Sell
101,904
-2,109
-2% -$231K 0.07% 289
2024
Q3 		$10.7M Sell
104,013
-389
-0.4% -$38.4K 0.07% 277
2024
Q2 		$10.2M Buy
104,402
+17,563
+20% +$1.69M 0.07% 261
2024
Q1 		$8.58M Sell
86,839
-2,297
-3% -$210K 0.07% 261
2023
Q4 		$7.69M Sell
89,136
-1,877
-2% -$149K 0.07% 258
2023
Q3 		$7.01M Buy
91,013
+9,148
+11% +$729K 0.08% 249
2023
Q2 		$6.63M Buy
81,865
+35,998
+78% +$2.73M 0.08% 259
2023
Q1 		$3.48M Sell
45,867
-13,548
-23% -$1.01M 0.04% 382
2022
Q4 		$1.27M Sell
59,415
-184,747
-76% -$13.5M 0.03% 447
2022
Q3 		$16.5M Buy
244,162
+5,374
+2% +$392K 0.27% 94
2022
Q2 		$16.3M Buy
238,788
+27,618
+13% +$2.07M 0.27% 94
2022
Q1 		$17.1M Buy
211,170
+26,842
+15% +$2.18M 0.28% 89
2021
Q4 		$17.4M Buy
184,328
+16,046
+10% +$1.52M 0.26% 86
2021
Q3 		$15.1M Sell
168,282
-5,074
-3% -$467K 0.37% 64
2021
Q2 		$15.5M Buy
173,356
+3,399
+2% +$294K 0.41% 57
2021
Q1 		$14.5M Sell
169,957
-14,715
-8% -$1.29M 0.43% 51
2020
Q4 		$16.2M Buy
184,672
+125
+0.1% +$10.2K 0.53% 45
2020
Q3 		$14.1M Sell
184,547
-23,725
-11% -$1.75M 0.49% 51
2020
Q2 		$14M Sell
208,272
-28,793
-12% -$1.8M 0.55% 49
2020
Q1 		$12.8M Sell
237,065
-5,111
-2% -$320K 0.62% 40
2019
Q4 		$15.6M Buy
242,176
+25,007
+12% +$1.55M 0.62% 38
2019
Q3 		$13.2M Buy
217,169
+12,334
+6% +$760K 0.59% 44
2019
Q2 		$12.4M Buy
204,835
+9,868
+5% +$576K 0.76% 38
2019
Q1 		$11.1M Sell
194,967
-568
-0.3% -$30.2K 0.71% 38
2018
Q4 		$9.48K Sell
195,535
-15,272
-7% -$802K 0.61% 37
2018
Q3 		$12.6M Buy
210,807
+7,402
+4% +$430K 0.97% 17
2018
Q2 		$11.3K Buy
203,405
+12,070
+6% +$661K 1.03% 16
2018
Q1 		$9.81M Sell
191,335
-1,264
-0.7% -$67.6K 1.12% 18
2017
Q4 		$10.2M Sell
192,599
-260
-0.1% -$13.2K 1.38% 10
2017
Q3 		$9.57M Buy
192,859
+3,237
+2% +$155K 1.49% 7
2017
Q2 		$8.93M Buy
189,622
+2,299
+1% +$106K 1.53% 6
2017
Q1 		$8.39M Sell
187,323
-3,965
-2% -$175K 1.91% 4
2016
Q4 		$8.16M Buy
191,288
+2,064
+1% +$86.3K 2.26% 4
2016
Q3 		$8.03M Buy
189,224
+4,442
+2% +$190K 2.53% 4
2016
Q2 		$7.79M Sell
184,782
-3,053
-2% -$126K 3.22% 4
2016
Q1 		$7.66M Sell
187,835
-13,914
-7% -$540K 6.43% 2
2015
Q4 		$8.35M Buy
201,749
+2,770
+1% +$116K 6.88% 1
2015
Q3 		$7.99M Buy
198,979
+1,137
+0.6% +$48.5K 8.6% 1
2015
Q2 		$8.52M Buy
197,842
+2,038
+1% +$88.5K 7.23% 1
2015
Q1 		$8.5M Buy
195,804
+6,564
+3% +$278K 6.06% 3
2014
Q4 		$7.77M Buy
+189,240
New +$7.58M 6.02% 4

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

NewEdge Advisors's PDP Position: Q1 2026 in Review

NewEdge Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 22% in Q1 2026, selling an estimated $2.31M and leaving 64,557 shares worth $7.79M. The position accounts for 0.03% of the portfolio, ranked #524.

NewEdge Advisors first reported a position in PDP in Q4 2014 and has held it in 46 quarters since. The position peaked at $17.4M in Q4 2021. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • NewEdge Advisors held 64,557 shares of Invesco Dorsey Wright Momentum ETF worth $7.79M as of Q1 2026.
  • NewEdge Advisors sold 18,643 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $2.31M.
  • Invesco Dorsey Wright Momentum ETF made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #524 holding.
  • NewEdge Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2014 and has held it in 46 quarters since.
  • NewEdge Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $17.4M in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.