WealthBridge Capital Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

WealthBridge Capital Management’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	$679K	Hold	4,930	–	–	0.13%	115
2026 Q2	$748K	Sell	4,930 -200	-4%	-$27.9K	0.15%	104
2026 Q1	$619K	Sell	5,130 -145	-3%	-$18K	0.14%	111
2025 Q4	$614K	Hold	5,275	–	–	0.14%	108
2025 Q3	$623K	Sell	5,275 -300	-5%	-$33.7K	0.15%	102
2025 Q2	$605K	Hold	5,575	–	–	0.15%	100
2025 Q1	$557K	Hold	5,575	–	–	0.16%	103
2024 Q4	$600K	Sell	5,575 -44	-0.8%	-$4.83K	0.17%	98
2024 Q3	$580K	Hold	5,619	–	–	0.17%	99
2024 Q2	$550K	Sell	5,619 -3	-0.1%	-$289	0.18%	93
2024 Q1	$555K	Hold	5,622	–	–	0.19%	90
2023 Q4	$481K	Hold	5,622	–	–	0.18%	91
2023 Q3	$433K	Hold	5,622	–	–	0.18%	95
2023 Q2	$456K	Hold	5,622	–	–	0.18%	97
2023 Q1	$427K	Hold	5,622	–	–	0.17%	108
2022 Q4	$399K	Sell	5,622 -41	-0.7%	-$2.99K	0.17%	119
2022 Q3	$386K	Hold	5,663	–	–	0.16%	120
2022 Q2	$386K	Sell	5,663 -200	-3%	-$15K	0.16%	120
2022 Q1	$475K	Hold	5,863	–	–	0.18%	110
2021 Q4	$554K	Sell	5,863 -4,197	-42%	-$398K	0.21%	93
2021 Q3	$900K	Sell	10,060 -179	-2%	-$16.5K	0.34%	61
2021 Q2	$918K	Sell	10,239 -500	-5%	-$43.3K	0.33%	64
2021 Q1	$914K	Sell	10,739 -219	-2%	-$19.2K	0.37%	59
2020 Q4	$961K	Hold	10,958	–	–	0.42%	55
2020 Q3	$838K	Sell	10,958 -400	-4%	-$29.5K	0.43%	52
2020 Q2	$765K	Sell	11,358 -199	-2%	-$12.4K	0.43%	52
2020 Q1	$624K	Buy	11,557 +13	+0.1%	+$814	0.43%	53
2019 Q4	$743K	Sell	11,544 -318	-3%	-$19.7K	0.48%	49
2019 Q3	$722K	Sell	11,862 -503	-4%	-$31K	0.52%	49
2019 Q2	$599K	Hold	12,365	–	–	0.55%	48
2019 Q1	$714K	Hold	12,365	–	–	0.45%	45
2018 Q4	$599K	Buy	+12,365	New	+$649K	0.46%	48

Other funds holding PDP

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

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 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

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

WealthBridge Capital Management's PDP Position: Q3 2026 in Review

WealthBridge Capital Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 4,930 shares worth $679K. The position accounts for 0.13% of the portfolio, ranked #115.

WealthBridge Capital Management first reported a position in PDP in Q4 2018 and has held it in 32 quarters since. The position peaked at $961K in Q4 2020. 46 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

WealthBridge Capital Management held 4,930 shares of Invesco Dorsey Wright Momentum ETF worth $679K as of Q3 2026.
WealthBridge Capital Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Momentum ETF made up 0.13% of WealthBridge Capital Management's portfolio in Q3 2026, its #115 holding.
WealthBridge Capital Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and has held it in 32 quarters since.
WealthBridge Capital Management's Invesco Dorsey Wright Momentum ETF position peaked at $961K in Q4 2020.
46 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.