Smith, Moore & Co’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Smith, Moore & Co’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	$235K	Buy	+1,546	New	+$215K	0.02%	525
2025 Q4	–	Sell	-2,125	Closed	-$251K	–	553
2025 Q3	$251K	Buy	2,125 +2	+0.1%	+$225	0.02%	451
2025 Q2	$231K	Hold	2,123	–	–	0.02%	455
2025 Q1	$212K	Hold	2,123	–	–	0.02%	449
2024 Q4	$228K	Buy	2,123 +1	+0%	+$110	0.02%	429
2024 Q3	$219K	Hold	2,122	–	–	0.02%	428
2024 Q2	$208K	Hold	2,122	–	–	0.02%	419
2024 Q1	$210K	Buy	+2,122	New	+$194K	0.02%	406
2022 Q1	–	Sell	-2,280	Closed	-$216K	–	431
2021 Q4	$216K	Hold	2,280	–	–	0.03%	378
2021 Q3	$204K	Buy	+2,280	New	+$210K	0.03%	381

Other funds holding PDP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Smith, Moore & Co's PDP Position: Q2 2026 in Review

Smith, Moore & Co opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 1,546 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #525 among its holdings. This is a return to the name: Smith, Moore & Co previously reported a position in PDP as recently as Q3 2025.

Smith, Moore & Co first reported a position in PDP in Q3 2021 and has held it in 10 quarters since. The position peaked at $251K in Q3 2025. 195 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Smith, Moore & Co held 1,546 shares of Invesco Dorsey Wright Momentum ETF worth $235K as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new Smith, Moore & Co position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #525 holding.
Smith, Moore & Co first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2021 and has held it in 10 quarters since.
Smith, Moore & Co's Invesco Dorsey Wright Momentum ETF position peaked at $251K in Q3 2025.
195 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.