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Strategic Wealth Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Strategic Wealth Partners’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 		$845 Sell
7
-31
-82% -$3.85K ﹤0.01% 1276
2025
Q4 		$4.42K Sell
38
-182
-83% -$21.4K ﹤0.01% 1074
2025
Q3 		$26K Hold
220
– – ﹤0.01% 675
2025
Q2 		$23.9K Buy
+220
New +$22.5K ﹤0.01% 620

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Strategic Wealth Partners's PDP Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 82% in Q1 2026, selling an estimated $3.85K and leaving 7 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Strategic Wealth Partners first reported a position in PDP in Q2 2025 and has held it in 4 quarters since. The position peaked at $26K in Q3 2025. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Strategic Wealth Partners held 7 shares of Invesco Dorsey Wright Momentum ETF worth $845 as of Q1 2026.
  • Strategic Wealth Partners sold 31 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $3.85K.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1276 holding.
  • Strategic Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Invesco Dorsey Wright Momentum ETF position peaked at $26K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.