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WFA Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

WFA Asset 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
2025
Q3 		$10.3K Hold
100
– – 0.01% 159
2025
Q2 		$9.8K Hold
100
– – 0.01% 162
2025
Q1 		$9.89K Hold
100
– – 0.01% 185
2024
Q4 		$10.8K Hold
100
– – 0.01% 176
2024
Q3 		$10.3K Hold
100
– – 0.01% 160
2024
Q2 		$9.8K Hold
100
– – 0.01% 163
2024
Q1 		$9.89K Hold
100
– – 0.01% 186
2023
Q4 		$8.56K Hold
100
– – ﹤0.01% 179
2023
Q3 		$7.7K Buy
+100
New +$7.97K ﹤0.01% 184

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

WFA Asset Management's PDP Position: Q3 2025 in Review

WFA Asset Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2025 at 100 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #159.

WFA Asset Management first reported a position in PDP in Q3 2023 and has held it in 9 quarters since. The position peaked at $10.8K in Q4 2024. 200 funds tracked by Wall St. Rank hold PDP as of Q3 2025.

  • WFA Asset Management held 100 shares of Invesco Dorsey Wright Momentum ETF worth $10.3K as of Q3 2025.
  • WFA Asset Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2025.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #159 holding.
  • WFA Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2023 and has held it in 9 quarters since.
  • WFA Asset Management's Invesco Dorsey Wright Momentum ETF position peaked at $10.8K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.