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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 – 349
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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

World Equity Group's PDP Position: Q4 2025 in Review

World Equity Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 2,924 shares — an estimated $345K sold.

World Equity Group first reported a position in PDP in Q1 2022 and held it in 10 quarters. The position peaked at $566K in Q1 2022. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

  • World Equity Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • World Equity Group sold 2,924 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $345K.
  • World Equity Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2022 and held it in 10 quarters.
  • World Equity Group's Invesco Dorsey Wright Momentum ETF position peaked at $566K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.