Welch & Forbes’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Welch & Forbes’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	$367K	Hold	2,419	–	–	﹤0.01%	319
2026 Q1	$292K	Hold	2,419	–	–	﹤0.01%	329
2025 Q4	$282K	Hold	2,419	–	–	﹤0.01%	330
2025 Q3	$286K	Hold	2,419	–	–	﹤0.01%	338
2025 Q2	$263K	Hold	2,419	–	–	﹤0.01%	341
2025 Q1	$242K	Hold	2,419	–	–	﹤0.01%	340
2024 Q4	$260K	Hold	2,419	–	–	﹤0.01%	345
2024 Q3	$250K	Hold	2,419	–	–	﹤0.01%	356
2024 Q2	$239K	Hold	2,419	–	–	﹤0.01%	352
2024 Q1	$239K	Hold	2,419	–	–	﹤0.01%	361
2023 Q4	$207K	Sell	2,419 -503	-17%	-$40K	﹤0.01%	358
2023 Q3	$225K	Hold	2,922	–	–	﹤0.01%	351
2023 Q2	$237K	Hold	2,922	–	–	﹤0.01%	351
2023 Q1	$222K	Hold	2,922	–	–	﹤0.01%	353
2022 Q4	$208K	Buy	+2,922	New	+$213K	﹤0.01%	354
2022 Q2	–	Sell	-2,922	Closed	-$237K	–	394
2022 Q1	$237K	Hold	2,922	–	–	﹤0.01%	356
2021 Q4	$277K	Hold	2,922	–	–	﹤0.01%	347
2021 Q3	$261K	Hold	2,922	–	–	﹤0.01%	353
2021 Q2	$262K	Buy	2,922 +503	+21%	+$43.5K	﹤0.01%	362
2021 Q1	$206K	Hold	2,419	–	–	﹤0.01%	376
2020 Q4	$212K	Buy	+2,419	New	+$198K	﹤0.01%	377

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Welch & Forbes's PDP Position: Q2 2026 in Review

Welch & Forbes held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 2,419 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Welch & Forbes first reported a position in PDP in Q4 2020 and has held it in 21 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Welch & Forbes held 2,419 shares of Invesco Dorsey Wright Momentum ETF worth $367K as of Q2 2026.
Welch & Forbes left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #319 holding.
Welch & Forbes first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and has held it in 21 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.