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

Transform Wealth’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
Q1 		– Sell
-2,348
Closed -$253K – 267
2024
Q4 		$253K Buy
+2,348
New +$258K 0.01% 234

Other funds holding PDP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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

Transform Wealth's PDP Position: Q1 2025 in Review

Transform Wealth sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2025, closing a stake of 2,348 shares — an estimated $253K sold.

Transform Wealth first reported a position in PDP in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2025.

  • Transform Wealth reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Transform Wealth sold 2,348 Invesco Dorsey Wright Momentum ETF shares in Q1 2025, an estimated $253K.
  • Transform Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Transform Wealth's Invesco Dorsey Wright Momentum ETF position peaked at $253K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.