Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.8M Buy
77,711
+283
+0.4% +$38.8K 0.02% 698
2026
Q2 		$11M Buy
77,428
+1,646
+2% +$229K 0.02% 633
2026
Q1 		$9.33M Sell
75,782
-31,370
-29% -$3.89M 0.02% 615
2025
Q4 		$13.1M Sell
107,152
-4,248
-4% -$500K 0.02% 609
2025
Q3 		$13.3M Buy
111,400
+12,163
+12% +$1.37M 0.02% 554
2025
Q2 		$10.8M Sell
99,237
-2,034
-2% -$208K 0.02% 603
2025
Q1 		$10.1M Buy
101,271
+14,685
+17% +$1.59M 0.02% 571
2024
Q4 		$9.32M Sell
86,586
-1,755
-2% -$193K 0.02% 583
2024
Q3 		$9.12M Sell
88,341
-1,161
-1% -$115K 0.02% 542
2024
Q2 		$8.76M Sell
89,502
-7,934
-8% -$763K 0.02% 520
2024
Q1 		$9.62M Sell
97,436
-123,320
-56% -$11.3M 0.02% 488
2023
Q4 		$18.9M Buy
220,756
+3,100
+1% +$246K 0.05% 312
2023
Q3 		$16.8M Buy
217,656
+34,550
+19% +$2.75M 0.06% 312
2023
Q2 		$14.8M Buy
183,106
+65,903
+56% +$5M 0.16% 68
2023
Q1 		$8.9M Buy
117,203
+23,133
+25% +$1.72M 0.1% 96
2022
Q4 		$6.99M Sell
94,070
-21,285
-18% -$1.55M 0.09% 102
2022
Q3 		$8.09M Buy
115,355
+855
+0.7% +$62.3K 0.12% 89
2022
Q2 		$7.97M Sell
114,500
-1,292
-1% -$96.8K 0.11% 93
2022
Q1 		$9.44M Sell
115,792
-7,466
-6% -$606K 0.13% 83
2021
Q4 		$10M Buy
123,258
+9
+0% +$854 0.14% 72
2021
Q3 		$11.8M Buy
123,249
+44,540
+57% +$4.1M 0.17% 66
2021
Q2 		$6.97M Buy
78,709
+23,582
+43% +$2.04M 0.11% 84
2021
Q1 		$4.8M Buy
55,127
+2,133
+4% +$187K 0.09% 99
2020
Q4 		$4.68M Sell
52,994
-625
-1% -$51.2K 0.11% 78
2020
Q3 		$4.35M Sell
53,619
-2,830
-5% -$208K 0.11% 67
2020
Q2 		$4.07M Sell
56,449
-17,900
-24% -$1.12M 0.12% 68
2020
Q1 		$4.46M Sell
74,349
-128,633
-63% -$8.05M 0.16% 64
2019
Q4 		$13.1M Sell
202,982
-4,397
-2% -$273K 0.46% 35
2019
Q3 		$12.7M Sell
207,379
-4,665
-2% -$288K 0.51% 32
2019
Q2 		$13.2M Sell
212,044
-5,247
-2% -$306K 0.58% 27
2019
Q1 		$12.7M Sell
217,291
-9,294
-4% -$495K 0.72% 23
2018
Q4 		$11.7M Sell
226,585
-24,881
-10% -$1.31M 0.74% 26
2018
Q3 		$13M Sell
251,466
-12,396
-5% -$719K 0.79% 23
2018
Q2 		$14.9M Sell
263,862
-3,270
-1% -$179K 0.92% 21
2018
Q1 		$14.2M Sell
267,132
-2,981
-1% -$159K 0.95% 21
2017
Q4 		$14.5M Sell
270,113
-891
-0.3% -$45.2K 1.03% 21
2017
Q3 		$13.5M Sell
271,004
-131
-0% -$6.28K 1.12% 21
2017
Q2 		$12.8M Buy
271,135
+3,038
+1% +$140K 1.18% 19
2017
Q1 		$12.1M Buy
268,097
+4,563
+2% +$201K 1.29% 18
2016
Q4 		$11.1M Sell
263,534
-2,814
-1% -$118K 1.34% 20
2016
Q3 		$11.1M Buy
266,348
+1,098
+0.4% +$46.9K 1.66% 16
2016
Q2 		$11.2M Sell
265,250
-494
-0.2% -$20.3K 2.02% 14
2016
Q1 		$10.8M Buy
265,744
+3,762
+1% +$146K 2.2% 15
2015
Q4 		$10.8M Sell
261,982
-166
-0.1% -$6.96K 2.75% 10
2015
Q3 		$10.5M Sell
262,148
-2,117
-0.8% -$90.3K 3.21% 7
2015
Q2 		$11.4M Buy
264,265
+6,085
+2% +$264K 3.51% 8
2015
Q1 		$11.2M Sell
258,180
-495
-0.2% -$20.9K 4.31% 6
2014
Q4 		$10.6M Buy
+258,675
New +$10.4M 4.18% 6

Other funds holding PDP

JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's PDP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.37% in Q3 2026, buying an estimated $38.8K and bringing the position to 77,711 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #698.

Wealth Enhancement Advisory Services first reported a position in PDP in Q4 2014 and has held it in 48 quarters since. The position peaked at $18.9M in Q4 2023. 19 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 77,711 shares of Invesco Dorsey Wright Momentum ETF worth $10.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 283 Invesco Dorsey Wright Momentum ETF shares in Q3 2026, an estimated $38.8K.
  • Invesco Dorsey Wright Momentum ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #698 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2014 and has held it in 48 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Dorsey Wright Momentum ETF position peaked at $18.9M in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.