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

SHP 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 Q1	$8.09K	Buy	+67	New	+$8.31K	﹤0.01%	957

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SHP Wealth Management's PDP Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2026: 67 shares worth $8.09K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings.

208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

SHP Wealth Management held 67 shares of Invesco Dorsey Wright Momentum ETF worth $8.09K as of Q1 2026.
Invesco Dorsey Wright Momentum ETF was a new SHP Wealth Management position in Q1 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #957 holding.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.