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 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