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Steward Partners Investment Advisory’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Steward Partners Investment Advisory’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 		$1.92M Sell
12,667
-813
-6% -$113K 0.01% 941
2026
Q1 		$1.63M Sell
13,480
-2,766
-17% -$343K 0.01% 938
2025
Q4 		$1.89M Sell
16,246
-473
-3% -$55.7K 0.01% 809
2025
Q3 		$1.97M Buy
16,719
+1,557
+10% +$175K 0.01% 781
2025
Q2 		$1.65M Sell
15,162
-804
-5% -$82.1K 0.01% 783
2025
Q1 		$1.6M Buy
15,966
+309
+2% +$33.4K 0.01% 736
2024
Q4 		$1.68M Sell
15,657
-1,504
-9% -$165K 0.01% 693
2024
Q3 		$1.77M Sell
17,161
-451
-3% -$44.5K 0.02% 668
2024
Q2 		$1.72M Sell
17,612
-1,185
-6% -$114K 0.02% 633
2024
Q1 		$1.86M Buy
18,797
+9,798
+109% +$894K 0.02% 604
2023
Q4 		$769K Sell
8,999
-162
-2% -$12.9K 0.01% 821
2023
Q3 		$705K Hold
9,161
– – 0.01% 794
2023
Q2 		$742K Hold
9,161
– – 0.01% 796
2023
Q1 		$696K Sell
9,161
-600
-6% -$44.6K 0.01% 802
2022
Q4 		$694K Buy
9,761
+166
+2% +$12.1K 0.01% 787
2022
Q3 		$648K Hold
9,595
– – 0.01% 773
2022
Q2 		$653K Buy
9,595
+62
+0.7% +$4.64K 0.01% 772
2022
Q1 		$772K Sell
9,533
-424
-4% -$34.4K 0.01% 773
2021
Q4 		$941K Hold
9,957
– – 0.01% 717
2021
Q3 		$891K Buy
9,957
+286
+3% +$26.3K 0.02% 701
2021
Q2 		$867K Sell
9,671
-2,373
-20% -$205K 0.01% 731
2021
Q1 		$1.03M Buy
12,044
+4,731
+65% +$415K 0.02% 636
2020
Q4 		$642K Sell
7,313
-400
-5% -$32.8K 0.01% 687
2020
Q3 		$590K Buy
7,713
+290
+4% +$21.4K 0.01% 613
2020
Q2 		$500K Hold
7,423
– – 0.01% 629
2020
Q1 		$400K Buy
7,423
+1,500
+25% +$93.9K 0.01% 619
2019
Q4 		$381K Sell
5,923
-300
-5% -$18.6K 0.01% 694
2019
Q3 		$378K Hold
6,223
– – 0.01% 663
2019
Q2 		$375K Sell
6,223
-1,500
-19% -$87.6K 0.01% 630
2019
Q1 		$437K Buy
7,723
+23
+0.3% +$1.23K 0.02% 548
2018
Q4 		$373K Sell
7,700
-2,164
-22% -$114K 0.02% 555
2018
Q3 		$588K Buy
9,864
+147
+2% +$8.53K 0.03% 464
2018
Q2 		$538K Buy
9,717
+717
+8% +$39.3K 0.03% 455
2018
Q1 		$474K Buy
9,000
+150
+2% +$8.03K 0.03% 436
2017
Q4 		$456K Buy
+8,850
New +$449K 0.03% 380

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

Steward Partners Investment Advisory's PDP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 6% in Q2 2026, selling an estimated $113K and leaving 12,667 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #941.

Steward Partners Investment Advisory first reported a position in PDP in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.97M in Q3 2025. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Steward Partners Investment Advisory held 12,667 shares of Invesco Dorsey Wright Momentum ETF worth $1.92M as of Q2 2026.
  • Steward Partners Investment Advisory sold 813 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $113K.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #941 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's Invesco Dorsey Wright Momentum ETF position peaked at $1.97M in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.