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

Spire 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 		$802K Buy
5,284
+1,880
+55% +$262K 0.02% 442
2026
Q1 		$411K Hold
3,404
– – 0.01% 589
2025
Q4 		$396K Buy
3,404
+1,085
+47% +$128K 0.01% 599
2025
Q3 		$274K Sell
2,319
-99
-4% -$11.1K 0.01% 699
2025
Q2 		$263K Sell
2,418
-1,275
-35% -$130K 0.01% 692
2025
Q1 		$369K Hold
3,693
– – 0.01% 663
2024
Q4 		$397K Sell
3,693
-131
-3% -$14.4K 0.01% 629
2024
Q3 		$395K Sell
3,824
-440
-10% -$43.4K 0.01% 572
2024
Q2 		$417K Hold
4,264
– – 0.01% 527
2024
Q1 		$421K Buy
4,264
+200
+5% +$18.3K 0.01% 569
2023
Q4 		$351K Buy
4,064
+1,841
+83% +$146K 0.01% 601
2023
Q3 		$171K Hold
2,223
– – 0.01% 759
2023
Q2 		$180K Buy
2,223
+2
+0.1% +$152 0.01% 755
2023
Q1 		$169K Buy
2,221
+101
+5% +$7.51K 0.01% 784
2022
Q4 		$151K Sell
2,120
-48
-2% -$3.5K 0.01% 617
2022
Q3 		$146K Buy
2,168
+1
+0% +$73 0.01% 604
2022
Q2 		$148K Buy
2,167
+1
+0% +$75 0.01% 871
2022
Q1 		$176K Sell
2,166
-800
-27% -$64.9K ﹤0.01% 944
2021
Q4 		$280K Hold
2,966
– – 0.01% 941
2021
Q3 		$265K Hold
2,966
– – 0.01% 807
2021
Q2 		$266K Sell
2,966
-831
-22% -$71.9K 0.01% 823
2021
Q1 		$323K Buy
+3,797
New +$333K 0.01% 825

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Spire Wealth Management increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 55% in Q2 2026, buying an estimated $262K and bringing the position to 5,284 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #442.

Spire Wealth Management first reported a position in PDP in Q1 2021 and has held it in 22 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Spire Wealth Management held 5,284 shares of Invesco Dorsey Wright Momentum ETF worth $802K as of Q2 2026.
  • Spire Wealth Management bought 1,880 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $262K.
  • Invesco Dorsey Wright Momentum ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #442 holding.
  • Spire Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2021 and has held it in 22 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.