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SageView Advisory Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

SageView Advisory 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
Q1 		– Sell
-257
Closed -$29.9K – 1892
2025
Q4 		$29.9K Buy
+257
New +$30.3K ﹤0.01% 1287

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

SageView Advisory Group's PDP Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2026, closing a stake of 257 shares — an estimated $29.9K sold.

SageView Advisory Group first reported a position in PDP in Q4 2025 and held it in 1 quarter. The position peaked at $29.9K in Q4 2025. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 257 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $29.9K.
  • SageView Advisory Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco Dorsey Wright Momentum ETF position peaked at $29.9K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.