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 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 $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Wilmington Savings Fund Society's PDP Position: Q1 2026 in Review

Wilmington Savings Fund Society held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2026 at 800 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Wilmington Savings Fund Society first reported a position in PDP in Q3 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

Wilmington Savings Fund Society held 800 shares of Invesco Dorsey Wright Momentum ETF worth $96.6K as of Q1 2026.
Wilmington Savings Fund Society left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #741 holding.
Wilmington Savings Fund Society first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 7 quarters since.
207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.