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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

WealthShield Partners's PDP Position: Q1 2026 in Review

WealthShield Partners held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2026 at 700 shares worth $84.5K. The position accounts for 0.01% of the portfolio, ranked #421.

WealthShield Partners first reported a position in PDP in Q4 2017 and has held it in 24 quarters since. The position peaked at $622K in Q4 2017. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • WealthShield Partners held 700 shares of Invesco Dorsey Wright Momentum ETF worth $84.5K as of Q1 2026.
  • WealthShield Partners left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #421 holding.
  • WealthShield Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and has held it in 24 quarters since.
  • WealthShield Partners's Invesco Dorsey Wright Momentum ETF position peaked at $622K in Q4 2017.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.