UBS Group
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UBS Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

UBS Group’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 		$25.9M Buy
214,413
+22,074
+11% +$2.74M ﹤0.01% 2314
2025
Q4 		$22.4M Buy
192,339
+15,323
+9% +$1.81M ﹤0.01% 2482
2025
Q3 		$20.9M Sell
177,016
-11,932
-6% -$1.34M ﹤0.01% 2509
2025
Q2 		$20.5M Sell
188,948
-62,248
-25% -$6.36M ﹤0.01% 2330
2025
Q1 		$25.1M Sell
251,196
-55,946
-18% -$6.04M ﹤0.01% 2128
2024
Q4 		$33.1M Buy
307,142
+45,099
+17% +$4.95M 0.01% 1831
2024
Q3 		$27.1M Buy
262,043
+42,868
+20% +$4.23M 0.01% 1592
2024
Q2 		$21.4M Sell
219,175
-21,270
-9% -$2.05M 0.01% 1622
2024
Q1 		$23.8M Sell
240,445
-1,044
-0.4% -$95.3K 0.01% 1556
2023
Q4 		$20.6M Buy
241,489
+17,597
+8% +$1.4M 0.01% 1558
2023
Q3 		$17.2M Sell
223,892
-7,111
-3% -$567K 0.01% 1589
2023
Q2 		$18.7M Sell
231,003
-31,376
-12% -$2.38M 0.01% 1498
2023
Q1 		$19.9M Sell
262,379
-33,346
-11% -$2.48M 0.01% 1397
2022
Q4 		$21M Buy
295,725
+24,791
+9% +$1.81M 0.01% 1374
2022
Q3 		$18.3M Sell
270,934
-19,481
-7% -$1.42M 0.01% 1340
2022
Q2 		$19.8M Sell
290,415
-33,854
-10% -$2.54M 0.01% 1312
2022
Q1 		$26.3M Sell
324,269
-34,824
-10% -$2.83M 0.01% 1236
2021
Q4 		$33.9M Buy
359,093
+13,704
+4% +$1.3M 0.01% 1211
2021
Q3 		$30.9M Sell
345,389
-25,849
-7% -$2.38M 0.01% 1156
2021
Q2 		$33.3M Sell
371,238
-27,235
-7% -$2.36M 0.01% 1095
2021
Q1 		$33.9M Sell
398,473
-76,977
-16% -$6.74M 0.01% 1080
2020
Q4 		$41.7M Buy
475,450
+11,265
+2% +$923K 0.01% 888
2020
Q3 		$35.5M Sell
464,185
-100,055
-18% -$7.37M 0.01% 833
2020
Q2 		$38M Sell
564,240
-170,014
-23% -$10.6M 0.02% 734
2020
Q1 		$39.6M Sell
734,254
-19,563
-3% -$1.22M 0.02% 650
2019
Q4 		$48.5M Buy
753,817
+28,506
+4% +$1.77M 0.02% 794
2019
Q3 		$44.2M Buy
725,311
+38,459
+6% +$2.37M 0.02% 759
2019
Q2 		$41.4M Sell
686,852
-3,983
-0.6% -$232K 0.02% 767
2019
Q1 		$39.2M Sell
690,835
-53,439
-7% -$2.85M 0.02% 765
2018
Q4 		$36.1M Sell
744,274
-169,049
-19% -$8.87M 0.02% 763
2018
Q3 		$54.4M Buy
913,323
+15,343
+2% +$890K 0.02% 632
2018
Q2 		$49.7M Buy
897,980
+14,292
+2% +$782K 0.02% 658
2018
Q1 		$46.5M Sell
883,688
-40,426
-4% -$2.16M 0.02% 677
2017
Q4 		$47.7M Buy
924,114
+76,028
+9% +$3.86M 0.02% 696
2017
Q3 		$41.2M Buy
848,086
+5,890
+0.7% +$282K 0.02% 694
2017
Q2 		$39.4M Sell
842,196
-64,311
-7% -$2.97M 0.02% 683
2017
Q1 		$41.1M Sell
906,507
-72,948
-7% -$3.22M 0.02% 631
2016
Q4 		$41.1M Buy
979,455
+31,349
+3% +$1.31M 0.02% 635
2016
Q3 		$40.2M Sell
948,106
-129,001
-12% -$5.51M 0.02% 605
2016
Q2 		$45.3M Sell
1,077,107
-378,658
-26% -$15.6M 0.03% 537
2016
Q1 		$59.4M Sell
1,455,765
-1,959,749
-57% -$76.1M 0.04% 412
2015
Q4 		$141M Buy
3,415,514
+316,164
+10% +$13.3M 0.09% 231
2015
Q3 		$125M Buy
3,099,350
+672,622
+28% +$28.7M 0.09% 236
2015
Q2 		$104M Sell
2,426,728
-331,913
-12% -$14.4M 0.07% 298
2015
Q1 		$120M Buy
2,758,641
+581,232
+27% +$24.6M 0.08% 250
2014
Q4 		$89.4M Buy
+2,177,409
New +$87.3M 0.06% 320

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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group's PDP Position: Q1 2026 in Review

UBS Group increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 11% in Q1 2026, buying an estimated $2.74M and bringing the position to 214,413 shares worth $25.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

UBS Group first reported a position in PDP in Q4 2014 and has held it in 46 quarters since. The position peaked at $141M in Q4 2015. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • UBS Group held 214,413 shares of Invesco Dorsey Wright Momentum ETF worth $25.9M as of Q1 2026.
  • UBS Group bought 22,074 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $2.74M.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2314 holding.
  • UBS Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Dorsey Wright Momentum ETF position peaked at $141M in Q4 2015.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.