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Plante Moran Financial Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Plante Moran Financial Advisors’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 		– Sell
-96
Closed -$11.2K – 836
2025
Q4 		$11.2K Hold
96
– – ﹤0.01% 545
2025
Q3 		$11.3K Hold
96
– – ﹤0.01% 536
2025
Q2 		$10.4K Hold
96
– – ﹤0.01% 554
2025
Q1 		$9.6K Buy
+96
New +$10.4K ﹤0.01% 575
2015
Q1 		– Sell
-327
Closed -$13K – 779
2014
Q4 		$13K Buy
+327
New +$13.1K 0.01% 487

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Plante Moran Financial Advisors's PDP Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2026, closing a stake of 96 shares — an estimated $11.2K sold.

Plante Moran Financial Advisors first reported a position in PDP in Q4 2014 and held it in 5 quarters. The position peaked at $13K in Q4 2014. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 96 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $11.2K.
  • Plante Moran Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2014 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $13K in Q4 2014.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.