Oak Asset Management
PDP icon

Oak Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Oak 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
Q3 		– Sell
-1,450
Closed -$220K – 116
2026
Q2 		$220K Buy
+1,450
New +$202K 0.07% 113

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Oak Asset Management's PDP Position: Q3 2026 in Review

Oak Asset Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2026, closing a stake of 1,450 shares — an estimated $220K sold.

Oak Asset Management first reported a position in PDP in Q2 2026 and held it in 1 quarter. The position peaked at $220K in Q2 2026. 184 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

  • Oak Asset Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Oak Asset Management sold 1,450 Invesco Dorsey Wright Momentum ETF shares in Q3 2026, an estimated $220K.
  • Oak Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2026 and held it in 1 quarter.
  • Oak Asset Management's Invesco Dorsey Wright Momentum ETF position peaked at $220K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Oak Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.