Vista Capital Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Vista Capital Partners’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 Q2	$303K	Hold	2,000	–	–	0.03%	132
2026 Q1	$241K	Hold	2,000	–	–	0.02%	137
2025 Q4	$233K	Hold	2,000	–	–	0.02%	136
2025 Q3	$236K	Hold	2,000	–	–	0.02%	120
2025 Q2	$217K	Buy	+2,000	New	+$204K	0.02%	113
2025 Q1	–	Sell	-2,000	Closed	-$215K	–	117
2024 Q4	$215K	Hold	2,000	–	–	0.03%	111
2024 Q3	$207K	Buy	+2,000	New	+$197K	0.02%	106

Other funds holding PDP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Vista Capital Partners's PDP Position: Q2 2026 in Review

Vista Capital Partners held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 2,000 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #132.

Vista Capital Partners first reported a position in PDP in Q3 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Vista Capital Partners held 2,000 shares of Invesco Dorsey Wright Momentum ETF worth $303K as of Q2 2026.
Vista Capital Partners left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.03% of Vista Capital Partners's portfolio in Q2 2026, its #132 holding.
Vista Capital Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 7 quarters since.
92 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.