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Savant Capital’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Savant Capital’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 		$19.8M Sell
130,472
-2,445
-2% -$341K 0.06% 189
2026
Q1 		$16M Sell
132,917
-2,658
-2% -$330K 0.08% 146
2025
Q4 		$15.8M Sell
135,575
-2,465
-2% -$290K 0.09% 137
2025
Q3 		$16.3M Sell
138,040
-1,635
-1% -$184K 0.1% 131
2025
Q2 		$15.2M Sell
139,675
-7,929
-5% -$810K 0.11% 116
2025
Q1 		$14.8M Sell
147,604
-7,445
-5% -$804K 0.13% 104
2024
Q4 		$16.7M Sell
155,049
-7,616
-5% -$836K 0.13% 106
2024
Q3 		$16.8M Sell
162,665
-3,023
-2% -$298K 0.14% 103
2024
Q2 		$16.2M Sell
165,688
-6,620
-4% -$637K 0.16% 99
2024
Q1 		$17M Sell
172,308
-6,896
-4% -$629K 0.2% 88
2023
Q4 		$15.3M Sell
179,204
-5,873
-3% -$466K 0.2% 91
2023
Q3 		$14.2M Sell
185,077
-4,930
-3% -$393K 0.21% 89
2023
Q2 		$15.4M Sell
190,007
-6,434
-3% -$488K 0.24% 76
2023
Q1 		$14.9M Sell
196,441
-9,195
-4% -$684K 0.28% 63
2022
Q4 		$14.6M Buy
205,636
+974
+0.5% +$71K 0.36% 45
2022
Q3 		$13.8M Sell
204,662
-25,033
-11% -$1.82M 0.43% 43
2022
Q2 		$15.6M Buy
229,695
+196,466
+591% +$14.7M 0.47% 40
2022
Q1 		$2.69M Buy
33,229
+10,489
+46% +$851K 0.09% 126
2021
Q4 		$2.15M Buy
+22,740
New +$2.16M 0.07% 148

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

Savant Capital's PDP Position: Q2 2026 in Review

Savant Capital reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 1.8% in Q2 2026, selling an estimated $341K and leaving 130,472 shares worth $19.8M. The position accounts for 0.06% of the portfolio, ranked #189.

Savant Capital first reported a position in PDP in Q4 2021 and has held it in 19 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Savant Capital held 130,472 shares of Invesco Dorsey Wright Momentum ETF worth $19.8M as of Q2 2026.
  • Savant Capital sold 2,445 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $341K.
  • Invesco Dorsey Wright Momentum ETF made up 0.06% of Savant Capital's portfolio in Q2 2026, its #189 holding.
  • Savant Capital first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2021 and has held it in 19 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.