SWM
PDP icon

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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return