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

True North 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	-2,874	Closed	-$312K	–	231
2025 Q2	$312K	Hold	2,874	–	–	0.06%	179
2025 Q1	$287K	Hold	2,874	–	–	0.05%	199
2024 Q4	$309K	Hold	2,874	–	–	0.07%	144
2024 Q3	$297K	Hold	2,874	–	–	0.08%	140
2024 Q2	$281K	Hold	2,874	–	–	0.08%	150
2024 Q1	$284K	Hold	2,874	–	–	0.08%	147
2023 Q4	$246K	Hold	2,874	–	–	0.06%	160
2023 Q3	$221K	Hold	2,874	–	–	0.07%	179
2023 Q2	$233K	Hold	2,874	–	–	0.07%	188
2023 Q1	$218K	Hold	2,874	–	–	0.06%	178
2022 Q4	$204K	Buy	+2,874	New	+$209K	0.07%	158

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

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

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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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

True North Advisors's PDP Position: Q3 2025 in Review

True North Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2025, closing a stake of 2,874 shares — an estimated $312K sold.

True North Advisors first reported a position in PDP in Q4 2022 and held it in 11 quarters. The position peaked at $312K in Q2 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q3 2025.

True North Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2025 after selling out during the quarter.
True North Advisors sold 2,874 Invesco Dorsey Wright Momentum ETF shares in Q3 2025, an estimated $312K.
True North Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and held it in 11 quarters.
True North Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $312K in Q2 2025.
200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2025.

Based on True North Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.