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
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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

&Partners's PDP Position: Q1 2026 in Review

&Partners increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 4.7% in Q1 2026, buying an estimated $242K and bringing the position to 43,752 shares worth $5.28M. The position accounts for 0.03% of the portfolio, ranked #507.

&Partners first reported a position in PDP in Q3 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • &Partners held 43,752 shares of Invesco Dorsey Wright Momentum ETF worth $5.28M as of Q1 2026.
  • &Partners bought 1,952 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $242K.
  • Invesco Dorsey Wright Momentum ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #507 holding.
  • &Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.