WEG
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World Equity Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

World Equity Group’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
Q4 		– Sell
-2,924
Closed -$345K – 371
2025
Q3 		$345K Buy
+2,924
New +$329K 0.08% 241
2025
Q2 		– Sell
-3,199
Closed -$320K – 346
2025
Q1 		$320K Buy
+3,199
New +$346K 0.09% 216
2024
Q1 		– Sell
-3,833
Closed -$328K – 350
2023
Q4 		$328K Buy
3,833
+200
+6% +$15.9K 0.07% 241
2023
Q3 		$280K Sell
3,633
-200
-5% -$15.9K 0.06% 271
2023
Q2 		$311K Sell
3,833
-6,475
-63% -$492K 0.09% 242
2023
Q1 		$73.7K Buy
10,308
+6,475
+169% +$482K 0.01% 501
2022
Q4 		$272K Hold
3,833
– – 0.06% 273
2022
Q3 		$259K Hold
3,833
– – 0.07% 266
2022
Q2 		$261K Sell
3,833
-3,150
-45% -$236K 0.07% 277
2022
Q1 		$566K Buy
+6,983
New +$567K 0.12% 190

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return