PSFG
PDP icon

Park Square Financial Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-187
Closed -$20.3K – 755
2025
Q2 		$20.3K Hold
187
– – 0.01% 458
2025
Q1 		$18.7K Sell
187
-14
-7% -$1.51K 0.01% 457
2024
Q4 		$21.6K Buy
+201
New +$22.1K 0.01% 410

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Park Square Financial Group's PDP Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2025, closing a stake of 187 shares — an estimated $20.3K sold.

Park Square Financial Group first reported a position in PDP in Q4 2024 and held it in 3 quarters. The position peaked at $21.6K in Q4 2024. 200 funds tracked by Wall St. Rank hold PDP as of Q3 2025.

  • Park Square Financial Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 187 Invesco Dorsey Wright Momentum ETF shares in Q3 2025, an estimated $20.3K.
  • Park Square Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Invesco Dorsey Wright Momentum ETF position peaked at $21.6K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.