Pine Valley Investments
PDP icon

Pine Valley Investments’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Pine Valley Investments’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 		$469K Sell
3,401
-300
-8% -$41.2K 0.02% 406
2026
Q2 		$561K Hold
3,701
– – 0.02% 382
2026
Q1 		$447K Buy
+3,701
New +$459K 0.02% 399

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Pine Valley Investments's PDP Position: Q3 2026 in Review

Pine Valley Investments reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 8.1% in Q3 2026, selling an estimated $41.2K and leaving 3,401 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #406.

Pine Valley Investments first reported a position in PDP in Q1 2026 and has held it in 3 quarters since. The position peaked at $561K in Q2 2026. 184 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

  • Pine Valley Investments held 3,401 shares of Invesco Dorsey Wright Momentum ETF worth $469K as of Q3 2026.
  • Pine Valley Investments sold 300 Invesco Dorsey Wright Momentum ETF shares in Q3 2026, an estimated $41.2K.
  • Invesco Dorsey Wright Momentum ETF made up 0.02% of Pine Valley Investments's portfolio in Q3 2026, its #406 holding.
  • Pine Valley Investments first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2026 and has held it in 3 quarters since.
  • Pine Valley Investments's Invesco Dorsey Wright Momentum ETF position peaked at $561K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Pine Valley Investments's 13F filing for Q3 2026, filed 9 Nov 2026.