Truist Financial
PDP icon

Truist Financial’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Truist Financial’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
Q1 		$2.2M Sell
18,207
-4,967
-21% -$616K ﹤0.01% 1263
2025
Q4 		$2.7M Sell
23,174
-2,360
-9% -$278K ﹤0.01% 1130
2025
Q3 		$3.01M Sell
25,534
-3,018
-11% -$339K ﹤0.01% 1131
2025
Q2 		$3.1M Sell
28,552
-141
-0.5% -$14.4K ﹤0.01% 1085
2025
Q1 		$2.87M Sell
28,693
-865
-3% -$93.4K ﹤0.01% 1054
2024
Q4 		$3.18M Buy
29,558
+3,090
+12% +$339K 0.01% 1028
2024
Q3 		$2.73M Sell
26,468
-4,284
-14% -$423K ﹤0.01% 1098
2024
Q2 		$3.01M Sell
30,752
-222
-0.7% -$21.4K ﹤0.01% 1085
2024
Q1 		$3.06M Sell
30,974
-3,511
-10% -$320K ﹤0.01% 1091
2023
Q4 		$2.95M Sell
34,485
-809
-2% -$64.3K ﹤0.01% 1073
2023
Q3 		$2.72M Sell
35,294
-542
-2% -$43.2K ﹤0.01% 1086
2023
Q2 		$2.9M Sell
35,836
-6,440
-15% -$489K ﹤0.01% 1080
2023
Q1 		$3.21M Sell
42,276
-4,536
-10% -$337K 0.01% 1013
2022
Q4 		$3.33M Sell
46,812
-15,537
-25% -$1.13M 0.01% 976
2022
Q3 		$4.21M Sell
62,349
-2,995
-5% -$218K 0.01% 850
2022
Q2 		$4.45M Sell
65,344
-1,539
-2% -$115K 0.01% 847
2022
Q1 		$5.42M Sell
66,883
-23,076
-26% -$1.87M 0.01% 860
2021
Q4 		$8.5M Sell
89,959
-65,862
-42% -$6.25M 0.01% 697
2021
Q3 		$13.9M Sell
155,821
-2,446
-2% -$225K 0.02% 519
2021
Q2 		$14.2M Sell
158,267
-2,091
-1% -$181K 0.02% 520
2021
Q1 		$13.7M Sell
160,358
-68,715
-30% -$6.02M 0.02% 517
2020
Q4 		$20.1M Buy
229,073
+543
+0.2% +$44.5K 0.04% 394
2020
Q3 		$17.5M Sell
228,530
-6,006
-3% -$442K 0.04% 390
2020
Q2 		$15.8M Sell
234,536
-17,393
-7% -$1.09M 0.04% 414
2020
Q1 		$13.6M Sell
251,929
-10,650
-4% -$667K 0.04% 424
2019
Q4 		$16.9M Buy
+262,579
New +$16.3M 0.03% 455

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Truist Financial's PDP Position: Q1 2026 in Review

Truist Financial reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 21% in Q1 2026, selling an estimated $616K and leaving 18,207 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Truist Financial first reported a position in PDP in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.1M in Q4 2020. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Truist Financial held 18,207 shares of Invesco Dorsey Wright Momentum ETF worth $2.2M as of Q1 2026.
  • Truist Financial sold 4,967 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $616K.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1263 holding.
  • Truist Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Invesco Dorsey Wright Momentum ETF position peaked at $20.1M in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.