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 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

WMS Partners's PDP Position: Q1 2025 in Review

WMS Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2025, closing a stake of 7,125 shares — an estimated $767K sold.

WMS Partners first reported a position in PDP in Q1 2022 and held it in 12 quarters. The position peaked at $767K in Q4 2024. 209 funds tracked by Wall St. Rank hold PDP as of Q1 2025.

WMS Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 7,125 Invesco Dorsey Wright Momentum ETF shares in Q1 2025, an estimated $767K.
WMS Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2022 and held it in 12 quarters.
WMS Partners's Invesco Dorsey Wright Momentum ETF position peaked at $767K in Q4 2024.
209 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.