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Realta Investment Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Realta Investment Advisors’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 		$518K Sell
3,415
-1,003
-23% -$140K 0.16% 133
2026
Q1 		$533K Sell
4,418
-165
-4% -$20.5K 0.19% 120
2025
Q4 		$533K Sell
4,583
-48
-1% -$5.66K 0.17% 122
2025
Q3 		$547K Buy
4,631
+90
+2% +$10.1K 0.18% 112
2025
Q2 		$493K Hold
4,541
– – 0.19% 114
2025
Q1 		$454K Buy
4,541
+1,576
+53% +$170K 0.21% 113
2024
Q4 		$325K Buy
2,965
+405
+16% +$44.5K 0.13% 135
2024
Q3 		$275K Hold
2,560
– – 0.13% 149
2024
Q2 		$251K Sell
2,560
-183
-7% -$17.6K 0.05% 344
2024
Q1 		$271K Buy
+2,743
New +$250K 0.06% 337
2023
Q4 		– Sell
-2,208
Closed -$179K – 679
2023
Q3 		$179K Hold
2,208
– – 0.04% 395
2023
Q2 		$179K Buy
+2,208
New +$168K 0.04% 412
2023
Q1 		– Sell
-2,208
Closed -$157K – 693
2022
Q4 		$157K Buy
2,208
+101
+5% +$7.36K 0.04% 424
2022
Q3 		$142K Sell
2,107
-4,050
-66% -$295K 0.04% 404
2022
Q2 		$423K Buy
+6,157
New +$461K 0.1% 215
2022
Q1 		– Sell
-2,657
Closed -$251K – 455
2021
Q4 		$251K Sell
2,657
-130
-5% -$12.3K 0.06% 357
2021
Q3 		$249K Buy
2,787
+190
+7% +$17.5K 0.06% 336
2021
Q2 		$233K Hold
2,597
– – 0.06% 344
2021
Q1 		$221K Buy
+2,597
New +$228K 0.06% 336
2020
Q3 		– Sell
-12,834
Closed -$864K – 359
2020
Q2 		$864K Sell
12,834
-9,425
-42% -$588K 0.28% 86
2020
Q1 		$1.2M Buy
22,259
+15,799
+245% +$989K 0.52% 38
2019
Q4 		$411K Buy
6,460
+3,942
+157% +$245K 0.11% 210
2019
Q3 		$152K Sell
2,518
-10,979
-81% -$677K 0.04% 394
2019
Q2 		$813K Buy
+13,497
New +$788K 0.23% 100

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Realta Investment Advisors's PDP Position: Q2 2026 in Review

Realta Investment Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 23% in Q2 2026, selling an estimated $140K and leaving 3,415 shares worth $518K. The position accounts for 0.16% of the portfolio, ranked #133.

Realta Investment Advisors first reported a position in PDP in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.2M in Q1 2020. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Realta Investment Advisors held 3,415 shares of Invesco Dorsey Wright Momentum ETF worth $518K as of Q2 2026.
  • Realta Investment Advisors sold 1,003 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $140K.
  • Invesco Dorsey Wright Momentum ETF made up 0.16% of Realta Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Realta Investment Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2019 and has held it in 24 quarters since.
  • Realta Investment Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $1.2M in Q1 2020.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.