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 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

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

NWF Advisory Services's PDP Position: Q2 2026 in Review

NWF Advisory Services held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 3,878 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #205.

NWF Advisory Services first reported a position in PDP in Q1 2023 and has held it in 13 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

NWF Advisory Services held 3,878 shares of Invesco Dorsey Wright Momentum ETF worth $588K as of Q2 2026.
NWF Advisory Services left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.06% of NWF Advisory Services's portfolio in Q2 2026, its #205 holding.
NWF Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and has held it in 13 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.