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TKG Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

TKG Advisors’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
2025
Q3 		– Sell
-3,427
Closed -$372K – 93
2025
Q2 		$372K Sell
3,427
-432
-11% -$44.1K 0.17% 71
2025
Q1 		$386K Sell
3,859
-215
-5% -$23.2K 0.19% 68
2024
Q4 		$471K Sell
4,074
-99
-2% -$10.9K 0.22% 66
2024
Q3 		$431K Sell
4,173
-143
-3% -$14.1K 0.21% 69
2024
Q2 		$422K Sell
4,316
-73
-2% -$7.02K 0.23% 69
2024
Q1 		$434K Sell
4,389
-602
-12% -$54.9K 0.24% 70
2023
Q4 		$427K Sell
4,991
-44
-0.9% -$3.5K 0.25% 64
2023
Q3 		$388K Sell
5,035
-97
-2% -$7.73K 0.26% 72
2023
Q2 		$416K Sell
5,132
-430
-8% -$32.6K 0.27% 68
2023
Q1 		$423K Sell
5,562
-231
-4% -$17.2K 0.26% 60
2022
Q4 		$412K Buy
5,793
+946
+20% +$69K 0.27% 62
2022
Q3 		$328K Sell
4,847
-329
-6% -$24K 0.26% 58
2022
Q2 		$352K Sell
5,176
-106
-2% -$7.94K 0.3% 55
2022
Q1 		$428K Sell
5,282
-1,834
-26% -$149K 0.34% 66
2021
Q4 		$673K Buy
+7,116
New +$675K 0.53% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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

TKG Advisors's PDP Position: Q3 2025 in Review

TKG Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2025, closing a stake of 3,427 shares — an estimated $372K sold.

TKG Advisors first reported a position in PDP in Q4 2021 and held it in 15 quarters. The position peaked at $673K in Q4 2021. 200 funds tracked by Wall St. Rank hold PDP as of Q3 2025.

  • TKG Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • TKG Advisors sold 3,427 Invesco Dorsey Wright Momentum ETF shares in Q3 2025, an estimated $372K.
  • TKG Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2021 and held it in 15 quarters.
  • TKG Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $673K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2025.

Based on TKG Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.