TNA
PDP icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $71.6B AUM 21.08% 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 $1.15B AUM 24.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return