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Sanctuary Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Sanctuary Advisors’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 		$810K Buy
6,708
+1,388
+26% +$172K ﹤0.01% 1467
2025
Q4 		$619K Sell
5,320
-100
-2% -$11.8K ﹤0.01% 1602
2025
Q3 		$640K Sell
5,420
-202
-4% -$22.7K ﹤0.01% 1550
2025
Q2 		$610K Sell
5,622
-449
-7% -$45.8K ﹤0.01% 1506
2025
Q1 		$607K Buy
6,071
+1
+0% +$108 ﹤0.01% 1404
2024
Q4 		$690K Sell
6,070
-224
-4% -$24.6K ﹤0.01% 1484
2024
Q3 		$729K Sell
6,294
-37
-0.6% -$3.65K ﹤0.01% 1456
2024
Q2 		$597K Buy
+6,331
New +$609K ﹤0.01% 1526

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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return