RW
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Rede Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Rede Wealth’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
Q4 		– Sell
-3,519
Closed -$415K – 158
2025
Q3 		$415K Buy
+3,519
New +$395K 0.33% 60

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Rede Wealth's PDP Position: Q4 2025 in Review

Rede Wealth sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 3,519 shares — an estimated $415K sold.

Rede Wealth first reported a position in PDP in Q3 2025 and held it in 1 quarter. The position peaked at $415K in Q3 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

  • Rede Wealth reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Rede Wealth sold 3,519 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $415K.
  • Rede Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Rede Wealth's Invesco Dorsey Wright Momentum ETF position peaked at $415K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.