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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Visionary Wealth Advisors's PDP Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 7.7% in Q1 2026, selling an estimated $18.6K and leaving 1,800 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #595.

Visionary Wealth Advisors first reported a position in PDP in Q3 2024 and has held it in 6 quarters since. The position peaked at $230K in Q3 2025. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

Visionary Wealth Advisors held 1,800 shares of Invesco Dorsey Wright Momentum ETF worth $217K as of Q1 2026.
Visionary Wealth Advisors sold 150 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $18.6K.
Invesco Dorsey Wright Momentum ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #595 holding.
Visionary Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 6 quarters since.
Visionary Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $230K in Q3 2025.
207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.