Post Resch Tallon Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Post Resch Tallon Group’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	$274K	Sell	1,990 -50	-2%	-$6.86K	0.19%	91
2026 Q2	$310K	Sell	2,040 -75	-4%	-$10.4K	0.21%	85
2026 Q1	$259K	Hold	2,115	–	–	0.21%	92
2025 Q4	$246K	Hold	2,115	–	–	0.21%	82
2025 Q3	$250K	Sell	2,115 -135	-6%	-$15.2K	0.22%	83
2025 Q2	$244K	Sell	2,250 -480	-18%	-$49K	0.24%	75
2025 Q1	$272K	Buy	2,730 +730	+37%	+$78.9K	0.28%	65
2024 Q4	$216K	Buy	+2,000	New	+$220K	0.21%	87

Other funds holding PDP

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Post Resch Tallon Group's PDP Position: Q3 2026 in Review

Post Resch Tallon Group reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 2.5% in Q3 2026, selling an estimated $6.86K and leaving 1,990 shares worth $274K. The position accounts for 0.19% of the portfolio, ranked #91.

Post Resch Tallon Group first reported a position in PDP in Q4 2024 and has held it in 8 quarters since. The position peaked at $310K in Q2 2026. 128 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

Post Resch Tallon Group held 1,990 shares of Invesco Dorsey Wright Momentum ETF worth $274K as of Q3 2026.
Post Resch Tallon Group sold 50 Invesco Dorsey Wright Momentum ETF shares in Q3 2026, an estimated $6.86K.
Invesco Dorsey Wright Momentum ETF made up 0.19% of Post Resch Tallon Group's portfolio in Q3 2026, its #91 holding.
Post Resch Tallon Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Post Resch Tallon Group's Invesco Dorsey Wright Momentum ETF position peaked at $310K in Q2 2026.
128 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.