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

Stratos 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 		$833K Buy
5,490
+10
+0.2% +$1.39K 0.01% 923
2026
Q1 		$662K Buy
5,480
+650
+13% +$80.6K 0.01% 956
2025
Q4 		$562K Buy
4,830
+80
+2% +$9.43K 0.01% 1000
2025
Q3 		$561K Sell
4,750
-40
-0.8% -$4.5K 0.01% 967
2025
Q2 		$520K Buy
4,790
+370
+8% +$37.8K 0.01% 913
2025
Q1 		$442K Sell
4,420
-956
-18% -$103K 0.01% 933
2024
Q4 		$579K Buy
5,376
+406
+8% +$44.6K 0.01% 876
2024
Q3 		$513K Sell
4,970
-967
-16% -$95.4K 0.01% 935
2024
Q2 		$581K Buy
5,937
+791
+15% +$76.1K 0.01% 852
2024
Q1 		$508K Buy
5,146
+4
+0.1% +$365 0.01% 886
2023
Q4 		$440K Buy
5,142
+826
+19% +$65.6K 0.01% 915
2023
Q3 		$332K Sell
4,316
-827
-16% -$65.9K 0.01% 969
2023
Q2 		$417K Sell
5,143
-1,261
-20% -$95.7K 0.01% 838
2023
Q1 		$487K Buy
6,404
+1,305
+26% +$97.1K 0.01% 713
2022
Q4 		$362K Buy
5,099
+939
+23% +$68.4K 0.01% 831
2022
Q3 		$281K Sell
4,160
-2,282
-35% -$166K 0.01% 892
2022
Q2 		$439K Buy
6,442
+137
+2% +$10.3K 0.01% 779
2022
Q1 		$511K Sell
6,305
-1,247
-17% -$101K 0.01% 808
2021
Q4 		$714K Buy
7,552
+541
+8% +$51.3K 0.02% 682
2021
Q3 		$627K Sell
7,011
-22
-0.3% -$2.02K 0.02% 675
2021
Q2 		$630K Buy
7,033
+358
+5% +$31K 0.02% 698
2021
Q1 		$568K Sell
6,675
-896
-12% -$78.5K 0.02% 677
2020
Q4 		$664K Buy
7,571
+635
+9% +$52K 0.02% 585
2020
Q3 		$530K Sell
6,936
-1,488
-18% -$110K 0.02% 604
2020
Q2 		$567K Buy
8,424
+2,535
+43% +$158K 0.02% 553
2020
Q1 		$318K Sell
5,889
-537
-8% -$33.6K 0.01% 666
2019
Q4 		$414K Sell
6,426
-256
-4% -$15.9K 0.02% 649
2019
Q3 		$407K Buy
6,682
+1,954
+41% +$120K 0.02% 629
2019
Q2 		$285K Sell
4,728
-7,634
-62% -$446K 0.01% 752
2019
Q1 		$701K Sell
12,362
-783
-6% -$41.7K 0.03% 455
2018
Q4 		$637K Buy
13,145
+68
+0.5% +$3.57K 0.03% 446
2018
Q3 		$779K Buy
13,077
+8,338
+176% +$484K 0.03% 394
2018
Q2 		$262K Sell
4,739
-576
-11% -$31.5K 0.01% 799
2018
Q1 		$280K Sell
5,315
-42
-0.8% -$2.25K 0.01% 751
2017
Q4 		$277K Sell
5,357
-170
-3% -$8.63K 0.01% 734
2017
Q3 		$269K Buy
5,527
+383
+7% +$18.4K 0.01% 736
2017
Q2 		$241K Sell
5,144
-1,803
-26% -$83.2K 0.01% 719
2017
Q1 		$315K Buy
6,947
+834
+14% +$36.8K 0.02% 566
2016
Q4 		$257K Buy
+6,113
New +$256K 0.02% 563
2016
Q3 		– Sell
-5,532
Closed -$233K – 709
2016
Q2 		$233K Sell
5,532
-7,930
-59% -$326K 0.02% 522
2016
Q1 		$549K Sell
13,462
-19,686
-59% -$764K 0.05% 275
2015
Q4 		$1.37M Sell
33,148
-8,689
-21% -$364K 0.11% 144
2015
Q3 		$1.68M Sell
41,837
-42,944
-51% -$1.83M 0.21% 94
2015
Q2 		$3.65M Sell
84,781
-329,299
-80% -$14.3M 0.47% 42
2015
Q1 		$18M Buy
414,080
+85,166
+26% +$3.6M 2.14% 5
2014
Q4 		$13.5M Sell
328,914
-133,911
-29% -$5.37M 2.43% 3
2014
Q3 		$18.2M Buy
462,825
+370,659
+402% +$14.6M 4.27% 2
2014
Q2 		$3.6M Buy
+92,166
New +$3.46M 1.2% 11

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

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

Stratos Wealth Partners increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.18% in Q2 2026, buying an estimated $1.39K and bringing the position to 5,490 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #923.

Stratos Wealth Partners first reported a position in PDP in Q2 2014 and has held it in 48 quarters since. The position peaked at $18.2M in Q3 2014. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Stratos Wealth Partners held 5,490 shares of Invesco Dorsey Wright Momentum ETF worth $833K as of Q2 2026.
  • Stratos Wealth Partners bought 10 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $1.39K.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #923 holding.
  • Stratos Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Invesco Dorsey Wright Momentum ETF position peaked at $18.2M in Q3 2014.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.