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Private Advisor Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Private Advisor 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
Q2 		$498K Buy
3,283
+154
+5% +$21.5K ﹤0.01% 1804
2026
Q1 		$378K Hold
3,129
– – ﹤0.01% 2037
2025
Q4 		$364K Hold
3,129
– – ﹤0.01% 2027
2025
Q3 		$369K Sell
3,129
-2,749
-47% -$309K ﹤0.01% 1950
2025
Q2 		$638K Sell
5,878
-668
-10% -$68.2K ﹤0.01% 1556
2025
Q1 		$654K Sell
6,546
-2,020
-24% -$218K ﹤0.01% 1476
2024
Q4 		$922K Sell
8,566
-631
-7% -$69.3K 0.01% 1267
2024
Q3 		$950K Sell
9,197
-165
-2% -$16.3K 0.01% 1265
2024
Q2 		$916K Buy
9,362
+1,870
+25% +$180K 0.01% 1240
2024
Q1 		$740K Sell
7,492
-24
-0.3% -$2.19K 0.01% 1311
2023
Q4 		$643K Buy
7,516
+245
+3% +$19.5K 0.01% 1330
2023
Q3 		$560K Buy
7,271
+297
+4% +$23.7K 0.01% 1328
2023
Q2 		$565K Sell
6,974
-75
-1% -$5.69K ﹤0.01% 1321
2023
Q1 		$536K Buy
+7,049
New +$524K 0.01% 1296
2022
Q4 		– Sell
-9,888
Closed -$668K – 1889
2022
Q3 		$668K Sell
9,888
-2,533
-20% -$185K 0.01% 1104
2022
Q2 		$846K Buy
12,421
+3,827
+45% +$287K 0.01% 1150
2022
Q1 		$696K Sell
8,594
-2,957
-26% -$240K 0.01% 1260
2021
Q4 		$1.09M Sell
11,551
-2,580
-18% -$245K 0.01% 1088
2021
Q3 		$1.26M Sell
14,131
-281
-2% -$25.8K 0.01% 1092
2021
Q2 		$1.29M Sell
14,412
-2,186
-13% -$189K 0.01% 929
2021
Q1 		$1.41M Sell
16,598
-13,375
-45% -$1.17M 0.01% 850
2020
Q4 		$2.63M Buy
29,973
+3,070
+11% +$252K 0.03% 564
2020
Q3 		$2.06M Buy
26,903
+13,975
+108% +$1.03M 0.03% 539
2020
Q2 		$871K Buy
12,928
+1,905
+17% +$119K 0.01% 814
2020
Q1 		$595K Sell
11,023
-1,261
-10% -$78.9K 0.01% 831
2019
Q4 		$791K Sell
12,284
-337
-3% -$20.9K 0.01% 855
2019
Q3 		$769K Buy
12,621
+583
+5% +$35.9K 0.01% 896
2019
Q2 		$726K Sell
12,038
-868
-7% -$50.7K 0.01% 880
2019
Q1 		$732K Buy
+12,906
New +$687K 0.01% 810
2018
Q4 		– Sell
-15,170
Closed -$904K – 1515
2018
Q3 		$904K Buy
15,170
+9,033
+147% +$524K 0.02% 731
2018
Q2 		$341K Sell
6,137
-3,091
-33% -$169K 0.01% 925
2018
Q1 		$486K Buy
9,228
+3,381
+58% +$181K 0.02% 671
2017
Q4 		$310K Sell
5,847
-8,963
-61% -$455K 0.01% 865
2017
Q3 		$735K Buy
14,810
+323
+2% +$15.5K 0.02% 703
2017
Q2 		$683K Buy
14,487
+933
+7% +$43K 0.02% 694
2017
Q1 		$607K Sell
13,554
-179
-1% -$7.89K 0.02% 727
2016
Q4 		$586K Sell
13,733
-8,367
-38% -$350K 0.02% 675
2016
Q3 		$925K Buy
22,100
+2,758
+14% +$118K 0.04% 455
2016
Q2 		$816K Buy
19,342
+5,749
+42% +$236K 0.03% 469
2016
Q1 		$553K Sell
13,593
-27,655
-67% -$1.07M 0.03% 547
2015
Q4 		$1.71M Sell
41,248
-10,003
-20% -$420K 0.08% 266
2015
Q3 		$2.06M Buy
51,251
+39,889
+351% +$1.7M 0.11% 197
2015
Q2 		$489K Sell
11,362
-18,519
-62% -$804K 0.02% 604
2015
Q1 		$1.3M Sell
29,881
-93
-0.3% -$3.93K 0.07% 289
2014
Q4 		$1.23M Sell
29,974
-30,255
-50% -$1.21M 0.08% 297
2014
Q3 		$2.37M Sell
60,229
-96,977
-62% -$3.82M 0.16% 139
2014
Q2 		$6.13M Buy
157,206
+23,204
+17% +$872K 0.53% 31
2014
Q1 		$4.99M Sell
134,002
-72,256
-35% -$2.68M 0.53% 34
2013
Q4 		$7.56M Buy
+206,258
New +$7.22M 0.84% 15

Other funds holding PDP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Private Advisor Group's PDP Position: Q2 2026 in Review

Private Advisor Group increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 4.9% in Q2 2026, buying an estimated $21.5K and bringing the position to 3,283 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Private Advisor Group first reported a position in PDP in Q4 2013 and has held it in 49 quarters since. The position peaked at $7.56M in Q4 2013. 90 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Private Advisor Group held 3,283 shares of Invesco Dorsey Wright Momentum ETF worth $498K as of Q2 2026.
  • Private Advisor Group bought 154 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $21.5K.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1804 holding.
  • Private Advisor Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2013 and has held it in 49 quarters since.
  • Private Advisor Group's Invesco Dorsey Wright Momentum ETF position peaked at $7.56M in Q4 2013.
  • 90 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.