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Principal Securities’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Principal Securities’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
2025
Q3 		– Sell
-109
Closed -$11.8K – 3818
2025
Q2 		$11.8K Hold
109
– – ﹤0.01% 2552
2025
Q1 		$11.7K Hold
109
– – ﹤0.01% 2452
2024
Q4 		$11.7K Hold
109
– – ﹤0.01% 2448
2024
Q3 		$11.3K Hold
109
– – ﹤0.01% 2387
2024
Q2 		$10.7K Hold
109
– – ﹤0.01% 2353
2024
Q1 		$10.8K Hold
109
– – ﹤0.01% 2295
2023
Q4 		$9.32K Buy
+109
New +$8.66K ﹤0.01% 2282

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Principal Securities's PDP Position: Q3 2025 in Review

Principal Securities sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2025, closing a stake of 109 shares — an estimated $11.8K sold.

Principal Securities first reported a position in PDP in Q4 2023 and held it in 7 quarters. The position peaked at $11.8K in Q2 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q3 2025.

  • Principal Securities reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 109 Invesco Dorsey Wright Momentum ETF shares in Q3 2025, an estimated $11.8K.
  • Principal Securities first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and held it in 7 quarters.
  • Principal Securities's Invesco Dorsey Wright Momentum ETF position peaked at $11.8K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.