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WMS Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

WMS Partners’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
-7,125
Closed -$767K – 196
2024
Q4 		$767K Hold
7,125
– – 0.04% 139
2024
Q3 		$736K Hold
7,125
– – 0.04% 140
2024
Q2 		$697K Hold
7,125
– – 0.04% 125
2024
Q1 		$704K Hold
7,125
– – 0.05% 130
2023
Q4 		$609K Hold
7,125
– – 0.04% 133
2023
Q3 		$549K Hold
7,125
– – 0.04% 145
2023
Q2 		$577K Sell
7,125
-900
-11% -$68.3K 0.05% 147
2023
Q1 		$610K Hold
8,025
– – 0.05% 136
2022
Q4 		$570K Hold
8,025
– – 0.06% 140
2022
Q3 		$542K Hold
8,025
– – 0.07% 133
2022
Q2 		$546K Hold
8,025
– – 0.09% 127
2022
Q1 		$650K Buy
+8,025
New +$651K 0.09% 113

Other funds holding PDP

Raymond James Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return