Smartleaf Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Smartleaf Asset 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	$15.1K	Hold	101	–	–	﹤0.01%	2160
2026 Q1	$11.7K	Hold	101	–	–	﹤0.01%	2243
2025 Q4	$11.9K	Hold	101	–	–	﹤0.01%	2313
2025 Q3	$11.8K	Hold	101	–	–	﹤0.01%	2043
2025 Q2	$10.9K	Hold	101	–	–	﹤0.01%	1805
2025 Q1	$10.1K	Hold	101	–	–	﹤0.01%	1928
2024 Q4	$10.9K	Hold	101	–	–	﹤0.01%	1953
2024 Q3	$10.4K	Hold	101	–	–	﹤0.01%	1734
2024 Q2	$9.94K	Hold	101	–	–	﹤0.01%	1414
2024 Q1	$9.97K	Hold	101	–	–	﹤0.01%	1016
2023 Q4	$8.68K	Buy	+101	New	+$8.02K	﹤0.01%	790

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

Smartleaf Asset Management's PDP Position: Q2 2026 in Review

Smartleaf Asset Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 101 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Smartleaf Asset Management first reported a position in PDP in Q4 2023 and has held it in 11 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Smartleaf Asset Management held 101 shares of Invesco Dorsey Wright Momentum ETF worth $15.1K as of Q2 2026.
Smartleaf Asset Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2160 holding.
Smartleaf Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and has held it in 11 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.