Selective Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Selective Wealth Management’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	$338K	Sell	2,500 -298	-11%	-$41.5K	0.09%	104
2026 Q1	$371K	Hold	2,798	–	–	0.11%	92
2025 Q4	$349K	Hold	2,798	–	–	0.11%	79
2025 Q3	$334K	Hold	2,798	–	–	0.11%	79
2025 Q2	$306K	Hold	2,798	–	–	0.11%	79
2025 Q1	$267K	Hold	2,798	–	–	0.12%	82
2024 Q4	$304K	Hold	2,798	–	–	0.12%	76
2024 Q3	$292K	Hold	2,798	–	–	0.12%	86
2024 Q2	$276K	Hold	2,798	–	–	0.12%	88
2024 Q1	$268K	Hold	2,798	–	–	0.12%	88
2023 Q4	$231K	Hold	2,798	–	–	0.12%	80
2023 Q3	$212K	Hold	2,798	–	–	0.12%	81
2023 Q2	$226K	Buy	+2,798	New	+$212K	0.11%	103
2022 Q4	$206K	Sell	2,798 -1,400	-33%	-$102K	0.11%	120
2022 Q3	$284K	Sell	4,198 -500	-11%	-$36.4K	0.12%	96
2022 Q2	$320K	Hold	4,698	–	–	0.11%	105
2022 Q1	$381K	Hold	4,698	–	–	0.14%	82
2021 Q4	$444K	Sell	4,698 -800	-15%	-$75.9K	0.18%	65
2021 Q3	$492K	Buy	5,498 +5,200	+1,745%	+$478K	0.26%	44
2021 Q2	$27K	Buy	+298	New	+$25.8K	0.02%	254

Other funds holding PDP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Selective Wealth Management's PDP Position: Q2 2026 in Review

Selective Wealth Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 11% in Q2 2026, selling an estimated $41.5K and leaving 2,500 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #104.

Selective Wealth Management first reported a position in PDP in Q2 2021 and has held it in 20 quarters since. The position peaked at $492K in Q3 2021. 92 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Selective Wealth Management held 2,500 shares of Invesco Dorsey Wright Momentum ETF worth $338K as of Q2 2026.
Selective Wealth Management sold 298 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $41.5K.
Invesco Dorsey Wright Momentum ETF made up 0.09% of Selective Wealth Management's portfolio in Q2 2026, its #104 holding.
Selective Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2021 and has held it in 20 quarters since.
Selective Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $492K in Q3 2021.
92 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.