NWF Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

NWF Advisory Services’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	$534K	Hold	3,878	–	–	0.05%	215
2026 Q2	$588K	Hold	3,878	–	–	0.06%	205
2026 Q1	$468K	Buy	3,878 +850	+28%	+$105K	0.05%	221
2025 Q4	$352K	Sell	3,028 -870	-22%	-$102K	0.04%	257
2025 Q3	$460K	Sell	3,898 -302	-7%	-$33.9K	0.05%	223
2025 Q2	$456K	Buy	4,200 +180	+4%	+$18.4K	0.05%	223
2025 Q1	$402K	Buy	+4,020	New	+$434K	0.06%	206
2024 Q4	–	Sell	-4,020	Closed	-$415K	–	381
2024 Q3	$415K	Sell	4,020 -202	-5%	-$19.9K	0.06%	192
2024 Q2	$413K	Hold	4,222	–	–	0.07%	181
2024 Q1	$417K	Hold	4,222	–	–	0.07%	183
2023 Q4	$361K	Hold	4,222	–	–	0.07%	178
2023 Q3	$325K	Hold	4,222	–	–	0.08%	175
2023 Q2	$342K	Hold	4,222	–	–	0.08%	173
2023 Q1	$342K	Buy	+4,222	New	+$314K	0.08%	172

Other funds holding PDP

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

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 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

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

NWF Advisory Services's PDP Position: Q3 2026 in Review

NWF Advisory Services held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 3,878 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #215.

NWF Advisory Services first reported a position in PDP in Q1 2023 and has held it in 14 quarters since. The position peaked at $588K in Q2 2026. 39 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

NWF Advisory Services held 3,878 shares of Invesco Dorsey Wright Momentum ETF worth $534K as of Q3 2026.
NWF Advisory Services left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Momentum ETF made up 0.05% of NWF Advisory Services's portfolio in Q3 2026, its #215 holding.
NWF Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Invesco Dorsey Wright Momentum ETF position peaked at $588K in Q2 2026.
39 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.