P
PDP icon

&Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

&Partners’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 		$8.96M Buy
59,063
+15,311
+35% +$2.13M 0.04% 407
2026
Q1 		$5.28M Buy
43,752
+1,952
+5% +$242K 0.03% 507
2025
Q4 		$4.87M Buy
41,800
+26,869
+180% +$3.17M 0.03% 509
2025
Q3 		$1.76M Buy
14,931
+11,406
+324% +$1.28M 0.01% 817
2025
Q2 		$383K Sell
3,525
-163
-4% -$16.6K ﹤0.01% 1487
2025
Q1 		$367K Sell
3,688
-388
-10% -$41.9K ﹤0.01% 1304
2024
Q4 		$447K Buy
4,076
+330
+9% +$36.2K 0.01% 1122
2024
Q3 		$387K Buy
+3,746
New +$370K 0.01% 980

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

&Partners's PDP Position: Q2 2026 in Review

&Partners increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 35% in Q2 2026, buying an estimated $2.13M and bringing the position to 59,063 shares worth $8.96M. The position accounts for 0.04% of the portfolio, ranked #407.

&Partners first reported a position in PDP in Q3 2024 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • &Partners held 59,063 shares of Invesco Dorsey Wright Momentum ETF worth $8.96M as of Q2 2026.
  • &Partners bought 15,311 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $2.13M.
  • Invesco Dorsey Wright Momentum ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #407 holding.
  • &Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 8 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.