Silver Oak Securities’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Silver Oak Securities’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	$31.4K	Hold	207	–	–	﹤0.01%	814
2026 Q1	$25K	Hold	207	–	–	﹤0.01%	776
2025 Q4	$24.4K	Hold	207	–	–	﹤0.01%	801
2025 Q3	$24.4K	Buy	+207	New	+$23.3K	﹤0.01%	743
2025 Q1	–	Sell	-1,177	Closed	-$128K	–	690
2024 Q4	$128K	Buy	1,177 +970	+469%	+$106K	0.01%	608
2024 Q3	$21.3K	Buy	+207	New	+$20.4K	﹤0.01%	535
2024 Q2	–	Sell	-1,213	Closed	-$120K	–	519
2024 Q1	$120K	Buy	+1,213	New	+$111K	0.02%	418
2023 Q2	–	Sell	-7,409	Closed	-$568K	–	472
2023 Q1	$568K	Buy	7,409 +358	+5%	+$26.6K	0.09%	173
2022 Q4	$501K	Buy	+7,051	New	+$514K	0.09%	150
2022 Q2	–	Sell	-7,686	Closed	-$615K	–	323
2022 Q1	$615K	Buy	+7,686	New	+$624K	0.13%	145

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Silver Oak Securities's PDP Position: Q2 2026 in Review

Silver Oak Securities held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 207 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Silver Oak Securities first reported a position in PDP in Q1 2022 and has held it in 10 quarters since. The position peaked at $615K in Q1 2022. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Silver Oak Securities held 207 shares of Invesco Dorsey Wright Momentum ETF worth $31.4K as of Q2 2026.
Silver Oak Securities left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Silver Oak Securities's portfolio in Q2 2026, its #814 holding.
Silver Oak Securities first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2022 and has held it in 10 quarters since.
Silver Oak Securities's Invesco Dorsey Wright Momentum ETF position peaked at $615K in Q1 2022.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.