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

WealthShield 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 		– Sell
-700
Closed -$84.5K – 535
2026
Q1 		$84.5K Hold
700
– – 0.01% 421
2025
Q4 		$81.5K Hold
700
– – 0.01% 410
2025
Q3 		$82.6K Hold
700
– – 0.01% 406
2025
Q2 		$76K Hold
700
– – 0.01% 401
2025
Q1 		$70K Buy
+700
New +$75.6K 0.01% 399
2024
Q3 		– Sell
-700
Closed -$68.5K – 500
2024
Q2 		$68.5K Hold
700
– – 0.01% 347
2024
Q1 		$69.1K Hold
700
– – 0.01% 338
2023
Q4 		$59.8K Hold
700
– – 0.01% 353
2023
Q3 		$53.9K Hold
700
– – 0.01% 370
2023
Q2 		$56.7K Hold
700
– – 0.01% 374
2023
Q1 		$53.2K Buy
+700
New +$52.1K 0.01% 371
2021
Q2 		– Sell
-700
Closed -$60K – 1042
2021
Q1 		$60K Buy
+700
New +$61.3K 0.01% 418
2020
Q4 		– Sell
-700
Closed -$54K – 368
2020
Q3 		$54K Hold
700
– – 0.02% 301
2020
Q2 		$47K Hold
700
– – 0.02% 250
2020
Q1 		$38K Sell
700
-293
-30% -$18.3K 0.02% 194
2019
Q4 		$64K Hold
993
– – 0.03% 206
2019
Q3 		$60K Sell
993
-974
-50% -$60K 0.03% 195
2019
Q2 		$119K Hold
1,967
– – 0.07% 160
2019
Q1 		$111K Buy
1,967
+87
+5% +$4.63K 0.06% 170
2018
Q4 		$91K Sell
1,880
-544
-22% -$28.6K 0.06% 148
2018
Q3 		$144K Sell
2,424
-656
-21% -$38.1K 0.08% 136
2018
Q2 		$170K Sell
3,080
-8,515
-73% -$466K 0.1% 128
2018
Q1 		$611K Sell
11,595
-451
-4% -$24.1K 0.39% 50
2017
Q4 		$622K Buy
+12,046
New +$612K 0.38% 57

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WealthShield Partners's PDP Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026, closing a stake of 700 shares — an estimated $84.5K sold.

WealthShield Partners first reported a position in PDP in Q4 2017 and held it in 24 quarters. The position peaked at $622K in Q4 2017. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • WealthShield Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 700 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $84.5K.
  • WealthShield Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and held it in 24 quarters.
  • WealthShield Partners's Invesco Dorsey Wright Momentum ETF position peaked at $622K in Q4 2017.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.