Win Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Win Advisors’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 Q1	–	Sell	-36,050	Closed	-$3.88M	–	75
2024 Q4	$3.88M	Buy	+36,050	New	+$3.96M	1.88%	18
2024 Q2	–	Sell	-62,444	Closed	-$6.17M	–	67
2024 Q1	$6.17M	Buy	+62,444	New	+$5.7M	2.72%	15
2023 Q3	–	Sell	-7,279	Closed	-$467K	–	59
2023 Q2	$467K	Buy	+7,279	New	+$553K	0.62%	20

Other funds holding PDP

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

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

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

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

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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Win Advisors's PDP Position: Q1 2025 in Review

Win Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2025, closing a stake of 36,050 shares — an estimated $3.88M sold.

Win Advisors first reported a position in PDP in Q2 2023 and held it in 3 quarters. The position peaked at $6.17M in Q1 2024. 209 funds tracked by Wall St. Rank hold PDP as of Q1 2025.

Win Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2025 after selling out during the quarter.
Win Advisors sold 36,050 Invesco Dorsey Wright Momentum ETF shares in Q1 2025, an estimated $3.88M.
Win Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2023 and held it in 3 quarters.
Win Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $6.17M in Q1 2024.
209 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2025.

Based on Win Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.