Wilmington Savings Fund Society’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Wilmington Savings Fund Society’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	$106K	Sell	700 -100	-13%	-$13.9K	﹤0.01%	735
2026 Q1	$96.6K	Hold	800	–	–	﹤0.01%	741
2025 Q4	$93.1K	Hold	800	–	–	﹤0.01%	751
2025 Q3	$94.4K	Hold	800	–	–	﹤0.01%	742
2025 Q2	$86.9K	Hold	800	–	–	﹤0.01%	1077
2025 Q1	$80K	Hold	800	–	–	﹤0.01%	1078
2024 Q4	$86.1K	Hold	800	–	–	﹤0.01%	1083
2024 Q3	$82.6K	Buy	+800	New	+$79K	﹤0.01%	1071

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

Wilmington Savings Fund Society's PDP Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 13% in Q2 2026, selling an estimated $13.9K and leaving 700 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Wilmington Savings Fund Society first reported a position in PDP in Q3 2024 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Wilmington Savings Fund Society held 700 shares of Invesco Dorsey Wright Momentum ETF worth $106K as of Q2 2026.
Wilmington Savings Fund Society sold 100 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $13.9K.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #735 holding.
Wilmington Savings Fund Society first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 8 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.