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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
Q2 		– Sell
-7
Closed -$845 – 1540
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 $1.89T 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

Strategic Wealth Partners's PDP Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026, closing a stake of 7 shares — an estimated $845 sold.

Strategic Wealth Partners first reported a position in PDP in Q2 2025 and held it in 4 quarters. The position peaked at $26K in Q3 2025. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 7 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $845.
  • Strategic Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2025 and held it in 4 quarters.
  • Strategic Wealth Partners's Invesco Dorsey Wright Momentum ETF position peaked at $26K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.