Tradition Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Tradition Wealth Management’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	$7.83M	Buy	51,631 +1,412	+3%	+$197K	0.48%	54
2026 Q1	$6.06M	Sell	50,219 -1,261	-2%	-$156K	0.43%	58
2025 Q4	$5.99M	Sell	51,480 -9,009	-15%	-$1.06M	0.43%	61
2025 Q3	$7.14M	Sell	60,489 -2,029	-3%	-$228K	0.53%	49
2025 Q2	$6.79M	Sell	62,518 -3,085	-5%	-$315K	0.54%	50
2025 Q1	$6.56M	Buy	65,603 +1,725	+3%	+$186K	0.58%	49
2024 Q4	$6.87M	Sell	63,878 -385	-0.6%	-$42.3K	0.61%	47
2024 Q3	$6.64M	Buy	64,263 +1,862	+3%	+$184K	0.59%	46
2024 Q2	$6.11M	Buy	62,401 +8,859	+17%	+$852K	0.59%	44
2024 Q1	$5.29M	Buy	53,542 +8,647	+19%	+$789K	0.54%	47
2023 Q4	$3.83M	Buy	44,895 +96	+0.2%	+$7.63K	0.4%	55
2023 Q3	$3.44M	Buy	44,799 +6,346	+17%	+$506K	0.41%	56
2023 Q2	$3.12M	Sell	38,453 -596	-2%	-$45.2K	0.36%	64
2023 Q1	$2.97M	Sell	39,049 -2,443	-6%	-$182K	0.37%	60
2022 Q4	$2.95M	Sell	41,492 -3,637	-8%	-$265K	0.42%	56
2022 Q3	$3.05M	Sell	45,129 -9,768	-18%	-$712K	0.46%	55
2022 Q2	$3.74M	Sell	54,897 -63,960	-54%	-$4.79M	0.54%	52
2022 Q1	$9.63M	Sell	118,857 -13,486	-10%	-$1.09M	1.23%	22
2021 Q4	$12.5M	Sell	132,343 -12,533	-9%	-$1.19M	1.57%	11
2021 Q3	$13M	Sell	144,876 -1,106	-0.8%	-$102K	1.84%	10
2021 Q2	$13.1M	Sell	145,982 -3,021	-2%	-$262K	1.96%	5
2021 Q1	$12.7M	Sell	149,003 -17,378	-10%	-$1.52M	2.19%	5
2020 Q4	$14.6M	Buy	+166,381	New	+$13.6M	2.83%	3

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Tradition Wealth Management's PDP Position: Q2 2026 in Review

Tradition Wealth Management increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 2.8% in Q2 2026, buying an estimated $197K and bringing the position to 51,631 shares worth $7.83M. The position accounts for 0.48% of the portfolio, ranked #54.

Tradition Wealth Management first reported a position in PDP in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.6M in Q4 2020. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Tradition Wealth Management held 51,631 shares of Invesco Dorsey Wright Momentum ETF worth $7.83M as of Q2 2026.
Tradition Wealth Management bought 1,412 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $197K.
Invesco Dorsey Wright Momentum ETF made up 0.48% of Tradition Wealth Management's portfolio in Q2 2026, its #54 holding.
Tradition Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $14.6M in Q4 2020.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

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