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

Visionary Wealth 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
2026 Q3	$248K	Hold	1,800	–	–	0.01%	599
2026 Q2	$273K	Hold	1,800	–	–	0.01%	573
2026 Q1	$217K	Sell	1,800 -150	-8%	-$18.6K	0.01%	595
2025 Q4	$227K	Hold	1,950	–	–	0.01%	565
2025 Q3	$230K	Hold	1,950	–	–	0.01%	547
2025 Q2	$212K	Buy	+1,950	New	+$199K	0.01%	544
2025 Q1	–	Sell	-1,950	Closed	-$210K	–	555
2024 Q4	$210K	Hold	1,950	–	–	0.01%	507
2024 Q3	$201K	Buy	+1,950	New	+$192K	0.01%	518

Other funds holding PDP

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Visionary Wealth Advisors's PDP Position: Q3 2026 in Review

Visionary Wealth Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 1,800 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #599.

Visionary Wealth Advisors first reported a position in PDP in Q3 2024 and has held it in 8 quarters since. The position peaked at $273K in Q2 2026. 87 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

Visionary Wealth Advisors held 1,800 shares of Invesco Dorsey Wright Momentum ETF worth $248K as of Q3 2026.
Visionary Wealth Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Momentum ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q3 2026, its #599 holding.
Visionary Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 8 quarters since.
Visionary Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $273K in Q2 2026.
87 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.