Salomon & Ludwin
PDP icon

Salomon & Ludwin’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Salomon & Ludwin’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
Q3 		$69.6K Hold
505
– – 0.01% 353
2026
Q2 		$74.2K Sell
505
-23
-4% -$3.2K 0.01% 366
2026
Q1 		$65K Hold
528
– – 0.01% 380
2025
Q4 		$63.4K Hold
528
– – 0.01% 341
2025
Q3 		$63K Hold
528
– – 0.01% 325
2025
Q2 		$56.8K Hold
528
– – 0.01% 255
2025
Q1 		$52.8K Sell
528
-616
-54% -$66.5K 0.01% 240
2024
Q4 		$123K Sell
1,144
-161
-12% -$17.7K 0.01% 158
2024
Q3 		$135K Hold
1,305
– – 0.01% 163
2024
Q2 		$128K Sell
1,305
-1,283
-50% -$123K 0.01% 168
2024
Q1 		$256K Sell
2,588
-1,655
-39% -$151K 0.02% 161
2023
Q4 		$327K Hold
4,243
– – 0.03% 136
2023
Q3 		$327K Buy
4,243
+109
+3% +$8.69K 0.03% 136
2023
Q2 		$335K Hold
4,134
– – 0.04% 139
2023
Q1 		$314K Hold
4,134
– – 0.04% 136
2022
Q4 		$294K Sell
4,134
-91
-2% -$6.63K 0.04% 140
2022
Q3 		$286K Hold
4,225
– – 0.04% 117
2022
Q2 		$288K Sell
4,225
-53
-1% -$3.97K 0.04% 104
2022
Q1 		$347K Buy
4,278
+1,471
+52% +$119K 0.05% 84
2021
Q4 		$265K Sell
2,807
-260
-8% -$24.7K 0.04% 100
2021
Q3 		$274K Sell
3,067
-731
-19% -$67.2K 0.04% 82
2021
Q2 		$340K Hold
3,798
– – 0.05% 63
2021
Q1 		$323K Sell
3,798
-869
-19% -$76.1K 0.05% 61
2020
Q4 		$410K Buy
4,667
+90
+2% +$7.38K 0.08% 47
2020
Q3 		$350K Hold
4,577
– – 0.07% 48
2020
Q2 		$308K Sell
4,577
-1,550
-25% -$96.7K 0.07% 50
2020
Q1 		$331K Sell
6,127
-1,453
-19% -$91K 0.09% 38
2019
Q4 		$488K Buy
7,580
+264
+4% +$16.4K 0.1% 32
2019
Q3 		$446K Buy
7,316
+87
+1% +$5.36K 0.09% 33
2019
Q2 		$436K Buy
7,229
+773
+12% +$45.1K 0.09% 30
2019
Q1 		$366K Buy
6,456
+1,214
+23% +$64.7K 0.08% 29
2018
Q4 		$254K Buy
+5,242
New +$275K 0.06% 35

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Salomon & Ludwin's PDP Position: Q3 2026 in Review

Salomon & Ludwin held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 505 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #353.

Salomon & Ludwin first reported a position in PDP in Q4 2018 and has held it in 32 quarters since. The position peaked at $488K in Q4 2019. 184 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

  • Salomon & Ludwin held 505 shares of Invesco Dorsey Wright Momentum ETF worth $69.6K as of Q3 2026.
  • Salomon & Ludwin left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #353 holding.
  • Salomon & Ludwin first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and has held it in 32 quarters since.
  • Salomon & Ludwin's Invesco Dorsey Wright Momentum ETF position peaked at $488K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.