RFW
PDP icon

Redwood Family Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Redwood Family 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
2026
Q2 		$620K Sell
4,088
-195
-5% -$27.2K 0.54% 38
2026
Q1 		$517K Sell
4,283
-400
-9% -$49.6K 0.51% 45
2025
Q4 		$545K Buy
+4,683
New +$552K 0.54% 39

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

Redwood Family Wealth's PDP Position: Q2 2026 in Review

Redwood Family Wealth reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 4.6% in Q2 2026, selling an estimated $27.2K and leaving 4,088 shares worth $620K. The position accounts for 0.54% of the portfolio, ranked #38.

Redwood Family Wealth first reported a position in PDP in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Redwood Family Wealth held 4,088 shares of Invesco Dorsey Wright Momentum ETF worth $620K as of Q2 2026.
  • Redwood Family Wealth sold 195 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $27.2K.
  • Invesco Dorsey Wright Momentum ETF made up 0.54% of Redwood Family Wealth's portfolio in Q2 2026, its #38 holding.
  • Redwood Family Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.