Onyx Bridge Wealth Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Onyx Bridge Wealth Group’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	$283K	Sell	2,056 -600	-23%	-$82.3K	0.02%	330
2026 Q2	$403K	Sell	2,656 -109	-4%	-$15.2K	0.04%	270
2026 Q1	$334K	Hold	2,765	–	–	0.04%	277
2025 Q4	$322K	Sell	2,765 -595	-18%	-$70.1K	0.03%	279
2025 Q3	$397K	Buy	+3,360	New	+$378K	0.04%	250

Other funds holding PDP

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Onyx Bridge Wealth Group's PDP Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 23% in Q3 2026, selling an estimated $82.3K and leaving 2,056 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #330.

Onyx Bridge Wealth Group first reported a position in PDP in Q3 2025 and has held it in 5 quarters since. The position peaked at $403K in Q2 2026. 76 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

Onyx Bridge Wealth Group held 2,056 shares of Invesco Dorsey Wright Momentum ETF worth $283K as of Q3 2026.
Onyx Bridge Wealth Group sold 600 Invesco Dorsey Wright Momentum ETF shares in Q3 2026, an estimated $82.3K.
Invesco Dorsey Wright Momentum ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #330 holding.
Onyx Bridge Wealth Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2025 and has held it in 5 quarters since.
Onyx Bridge Wealth Group's Invesco Dorsey Wright Momentum ETF position peaked at $403K in Q2 2026.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.