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Red Tortoise LLC’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Red Tortoise LLC’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
Q1 		$29.6K Hold
245
– – 0.01% 160
2025
Q4 		$28.5K Hold
245
– – 0.01% 159
2025
Q3 		$28.9K Hold
245
– – 0.01% 154
2025
Q2 		$26.6K Buy
+245
New +$25K 0.01% 144

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Red Tortoise LLC's PDP Position: Q1 2026 in Review

Red Tortoise LLC held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2026 at 245 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #160.

Red Tortoise LLC first reported a position in PDP in Q2 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Red Tortoise LLC held 245 shares of Invesco Dorsey Wright Momentum ETF worth $29.6K as of Q1 2026.
  • Red Tortoise LLC left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #160 holding.
  • Red Tortoise LLC first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.