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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
Q2 		$561K Hold
3,701
– – 0.02% 382
2026
Q1 		$447K Buy
+3,701
New +$459K 0.02% 399

Other funds holding PDP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Pine Valley Investments's PDP Position: Q2 2026 in Review

Pine Valley Investments held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 3,701 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #382.

Pine Valley Investments first reported a position in PDP in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Pine Valley Investments held 3,701 shares of Invesco Dorsey Wright Momentum ETF worth $561K as of Q2 2026.
  • Pine Valley Investments left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #382 holding.
  • Pine Valley Investments first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.