PMG Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

PMG Wealth Management’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	$1.54M	Buy	10,137 +432	+4%	+$60.2K	0.95%	22
2026 Q1	$1.17M	Sell	9,705 -140	-1%	-$17.4K	0.85%	22
2025 Q4	$1.15M	Sell	9,845 -5	-0.1%	-$589	0.84%	24
2025 Q3	$1.16M	Buy	9,850 +235	+2%	+$26.4K	0.88%	25
2025 Q2	$1.04M	Buy	9,615 +1,607	+20%	+$164K	0.86%	28
2025 Q1	$801K	Buy	8,008 +1,594	+25%	+$172K	0.85%	23
2024 Q4	$690K	Buy	+6,414	New	+$704K	0.63%	26

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PMG Wealth Management's PDP Position: Q2 2026 in Review

PMG Wealth Management increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 4.5% in Q2 2026, buying an estimated $60.2K and bringing the position to 10,137 shares worth $1.54M. The position accounts for 0.95% of the portfolio, ranked #22.

PMG Wealth Management first reported a position in PDP in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

PMG Wealth Management held 10,137 shares of Invesco Dorsey Wright Momentum ETF worth $1.54M as of Q2 2026.
PMG Wealth Management bought 432 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $60.2K.
Invesco Dorsey Wright Momentum ETF made up 0.95% of PMG Wealth Management's portfolio in Q2 2026, its #22 holding.
PMG Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 7 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.