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

OneDigital Investment 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
2025
Q1 		– Sell
-2,846
Closed -$306K – 1475
2024
Q4 		$306K Buy
+2,846
New +$312K ﹤0.01% 1120
2023
Q1 		– Sell
-4,770
Closed -$339K – 986
2022
Q4 		$339K Sell
4,770
-387
-8% -$28.2K 0.01% 628
2022
Q3 		$349K Sell
5,157
-56
-1% -$4.08K 0.01% 559
2022
Q2 		$355K Sell
5,213
-484
-8% -$36.2K 0.02% 518
2022
Q1 		$462K Sell
5,697
-374
-6% -$30.4K 0.02% 462
2021
Q4 		$574K Sell
6,071
-517
-8% -$49K 0.02% 412
2021
Q3 		$589K Sell
6,588
-261
-4% -$24K 0.02% 380
2021
Q2 		$614K Hold
6,849
– – 0.03% 357
2021
Q1 		$583K Sell
6,849
-22
-0.3% -$1.93K 0.03% 353
2020
Q4 		$603K Sell
6,871
-576
-8% -$47.2K 0.03% 320
2020
Q3 		$569K Buy
7,447
+26
+0.4% +$1.92K 0.04% 287
2020
Q2 		$500K Sell
7,421
-892
-11% -$55.7K 0.04% 311
2020
Q1 		$449K Sell
8,313
-3,698
-31% -$232K 0.04% 296
2019
Q4 		$773K Sell
12,011
-42
-0.3% -$2.61K 0.06% 228
2019
Q3 		$734K Buy
12,053
+518
+4% +$31.9K 0.07% 216
2019
Q2 		$696K Sell
11,535
-486
-4% -$28.4K 0.05% 206
2019
Q1 		$681K Buy
12,021
+2,621
+28% +$140K 0.1% 146
2018
Q4 		$456K Buy
+9,400
New +$493K 0.08% 173

Other funds holding PDP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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

OneDigital Investment Advisors's PDP Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2025, closing a stake of 2,846 shares — an estimated $306K sold.

OneDigital Investment Advisors first reported a position in PDP in Q4 2018 and held it in 18 quarters. The position peaked at $773K in Q4 2019. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,846 Invesco Dorsey Wright Momentum ETF shares in Q1 2025, an estimated $306K.
  • OneDigital Investment Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and held it in 18 quarters.
  • OneDigital Investment Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $773K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.