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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

NWF Advisory Services's PDP Position: Q1 2026 in Review

NWF Advisory Services increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 28% in Q1 2026, buying an estimated $105K and bringing the position to 3,878 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #221.

NWF Advisory Services first reported a position in PDP in Q1 2023 and has held it in 12 quarters since. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

NWF Advisory Services held 3,878 shares of Invesco Dorsey Wright Momentum ETF worth $468K as of Q1 2026.
NWF Advisory Services bought 850 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $105K.
Invesco Dorsey Wright Momentum ETF made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #221 holding.
NWF Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and has held it in 12 quarters since.
207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.