Principle Wealth Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Principle Wealth Partners’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	$667K	Hold	4,395	–	–	0.03%	219
2026 Q1	$531K	Hold	4,395	–	–	0.03%	232
2025 Q4	$512K	Hold	4,395	–	–	0.03%	240
2025 Q3	$519K	Hold	4,395	–	–	0.03%	235
2025 Q2	$477K	Hold	4,395	–	–	0.03%	236
2025 Q1	$439K	Hold	4,395	–	–	0.03%	238
2024 Q4	$473K	Hold	4,395	–	–	0.03%	227
2024 Q3	$454K	Hold	4,395	–	–	0.03%	240
2024 Q2	$430K	Hold	4,395	–	–	0.03%	238
2024 Q1	$434K	Hold	4,395	–	–	0.03%	236
2023 Q4	$376K	Hold	4,395	–	–	0.03%	245
2023 Q3	$338K	Hold	4,395	–	–	0.03%	244
2023 Q2	$356K	Hold	4,395	–	–	0.04%	240
2023 Q1	$334K	Hold	4,395	–	–	0.04%	242
2022 Q4	$312K	Hold	4,395	–	–	0.04%	242
2022 Q3	$297K	Hold	4,395	–	–	0.03%	231
2022 Q2	$299K	Hold	4,395	–	–	0.04%	248
2022 Q1	$356K	Hold	4,395	–	–	0.04%	238
2021 Q4	$415K	Hold	4,395	–	–	0.04%	227
2021 Q3	$393K	Hold	4,395	–	–	0.05%	223
2021 Q2	$394K	Hold	4,395	–	–	0.04%	221
2021 Q1	$374K	Hold	4,395	–	–	0.04%	217
2020 Q4	$386K	Hold	4,395	–	–	0.05%	200
2020 Q3	$336K	Hold	4,395	–	–	0.09%	112
2020 Q2	$296K	Hold	4,395	–	–	0.09%	119
2020 Q1	$237K	Hold	4,395	–	–	0.09%	120
2019 Q4	$283K	Sell	4,395 -650	-13%	-$40.4K	0.09%	134
2019 Q3	$307K	Hold	5,045	–	–	0.11%	122
2019 Q2	$304K	Buy	5,045 +225	+5%	+$13.1K	0.16%	105
2019 Q1	$273K	Sell	4,820 -225	-4%	-$12K	0.16%	106
2018 Q4	$245K	Buy	+5,045	New	+$265K	0.21%	96

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

Principle Wealth Partners's PDP Position: Q2 2026 in Review

Principle Wealth Partners held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 4,395 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #219.

Principle Wealth Partners first reported a position in PDP in Q4 2018 and has held it in 31 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Principle Wealth Partners held 4,395 shares of Invesco Dorsey Wright Momentum ETF worth $667K as of Q2 2026.
Principle Wealth Partners left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #219 holding.
Principle Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and has held it in 31 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.