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

World Investment 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
2026 Q1	–	Sell	-2,404	Closed	-$280K	–	1649
2025 Q4	$280K	Buy	2,404 +16	+0.7%	+$1.89K	﹤0.01%	1219
2025 Q3	$282K	Sell	2,388 -995	-29%	-$112K	0.01%	1013
2025 Q2	$367K	Sell	3,383 -8	-0.2%	-$817	0.01%	841
2025 Q1	$339K	Sell	3,391 -321	-9%	-$34.7K	0.01%	828
2024 Q4	$399K	Buy	3,712 +415	+13%	+$45.6K	0.01%	724
2024 Q3	$340K	Buy	+3,297	New	+$325K	0.01%	696
2021 Q1	–	Sell	-2,398	Closed	-$224K	–	237
2020 Q4	$224K	Buy	+2,398	New	+$197K	0.06%	205

Other funds holding PDP

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

World Investment Advisors's PDP Position: Q1 2026 in Review

World Investment Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2026, closing a stake of 2,404 shares — an estimated $280K sold.

World Investment Advisors first reported a position in PDP in Q4 2020 and held it in 7 quarters. The position peaked at $399K in Q4 2024. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

World Investment Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2026 after selling out during the quarter.
World Investment Advisors sold 2,404 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $280K.
World Investment Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and held it in 7 quarters.
World Investment Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $399K in Q4 2024.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.