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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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Onyx Bridge Wealth Group's PDP Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 3.9% in Q2 2026, selling an estimated $15.2K and leaving 2,656 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #270.

Onyx Bridge Wealth Group first reported a position in PDP in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Onyx Bridge Wealth Group held 2,656 shares of Invesco Dorsey Wright Momentum ETF worth $403K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 109 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $15.2K.
  • Invesco Dorsey Wright Momentum ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #270 holding.
  • Onyx Bridge Wealth Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.