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Invesco Dorsey Wright Moment (PDP)

CUSIP: 46137V837 | NYSE | 561 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC365,441
0.1% of portfolio›$50.4M
Prospera Financial Services Inc134,733
0.2% of portfolio›$17.9M
Strid Group, LLC105,857
1.6% of portfolio›$14.6M
Wealth Enhancement Advisory Services, LLC77,711
0.0% of portfolio›$10.8M
Cambridge Investment Research Advisors, Inc.47,143
0.0% of portfolio›$6.5M
Lanark Financial, Inc.28,407
0.3% of portfolio›$3.9M
MTM Investment Management, LLC27,984
1.1% of portfolio›$3.9M
Farther Finance Advisors, LLC27,434
0.0% of portfolio›$3.8M
B. Riley Wealth Advisors, Inc.26,909
0.1% of portfolio›$3.7M
JBR Co Financial Management Inc26,909
1.5% of portfolio›$4.0M
D.A. Davidson & Co.20,744
0.0% of portfolio›$2.9M
Capital Investment Advisory Services, LLC19,359
0.2% of portfolio›$2.7M
Truist Financial Corp15,018
0.0% of portfolio›$2.1M
Sowell Financial Services LLC11,861
0.1% of portfolio›$1.6M
Kestra Advisory Services, LLC11,672
0.0% of portfolio›$1.6M
Heirloom Wealth Management10,991
0.2% of portfolio›$1.5M
Kelly Financial Group LLC10,728
0.3% of portfolio›$1.5M
HB Wealth Management, LLC8,784
0.0% of portfolio›$1.2M
Creative Planning8,769
0.0% of portfolio›$1.2M
LJI Wealth Management, LLC8,075
0.2% of portfolio›$1.1M
Concurrent Investment Advisors, LLC7,372
0.0% of portfolio›$1.0M
Stackstone Wealth, LLC7,048
0.1% of portfolio›$971.4K
Integrity Alliance, Llc.6,745
0.0% of portfolio›$929.6K
Citigroup Inc6,670
0.0% of portfolio›$919.3K
Focus Financial Network, Inc.6,330
0.0% of portfolio›$872.4K
Mullooly Asset Management, Inc.5,739
0.2% of portfolio›$790.7K
Redwood Family Wealth LLC5,327
0.6% of portfolio›$734.2K
Millennium Capital Advisors, LLC5,245
0.4% of portfolio›$722.9K
Prosperity Financial Group, Inc.5,164
0.2% of portfolio›$711.9K
Wagner Wealth Management, Corp5,145
0.6% of portfolio›$709.1K
Spire Wealth Management5,092
0.0% of portfolio›$701.8K
WealthBridge Capital Management, LLC4,930
0.1% of portfolio›$679.5K
Realta Investment Advisors4,580
0.2% of portfolio›$631.2K
Principle Wealth Partners LLC4,395
0.0% of portfolio›$605.8K
Private Trust Co NA4,370
0.0% of portfolio›$602.3K
Cyndeo Wealth Partners, LLC4,302
0.0% of portfolio›$592.9K
AlphaCore Capital LLC4,297
0.0% of portfolio›$592.2K
Vise Technologies, Inc.4,196
0.0% of portfolio›$578.3K
Bryn Mawr Trust Advisors, LLC4,051
0.0% of portfolio›$558.3K
Navigation Group, LLC4,050
0.1% of portfolio›$558.2K
NWF Advisory Services Inc.3,878
0.0% of portfolio›$534.5K
Sapient Capital LLC3,454
0.0% of portfolio›$476.1K
Global Assets Advisory, LLC3,200
0.1% of portfolio›$452.3K
Eagle Bay Advisors LLC3,181
0.3% of portfolio›$438.4K
Trinity Wealth Management, LLC3,070
0.1% of portfolio›$423.1K
Brookstone Capital Management2,950
0.0% of portfolio›$406.6K
Morling Financial Advisors, LLC2,933
0.1% of portfolio›$404.2K
Assetmark, Inc2,834
0.0% of portfolio›$390.6K
IFP Advisors, Inc2,817
0.0% of portfolio›$388.3K
Apollon Financial, LLC2,592
0.0% of portfolio›$357.2K
First City Capital Management, Inc.2,585
0.2% of portfolio›$356.3K
Strategy Asset Managers LLC2,546
0.1% of portfolio›$350.9K
Castle Rock Wealth Management, LLC2,510
0.1% of portfolio›$353.6K
Selective Wealth Management, Inc.2,500
0.1% of portfolio›$341.6K
Welch & Forbes LLC2,419
0.0% of portfolio›$333.4K
Koshinski Asset Management, Inc.2,370
0.0% of portfolio›$326.7K
Onyx Bridge Wealth Group LLC2,056
0.0% of portfolio›$283.4K
CWC Advisors, Llc.2,006
0.1% of portfolio›$276.5K
Mirador Capital Partners LP2,000
0.0% of portfolio›$275.7K
Post Resch Tallon Group Inc.1,990
0.2% of portfolio›$274.3K
Gaddis Premier Wealth Advisors LLC1,854
0.1% of portfolio›$255.5K
Trueblood Wealth Management, LLC1,813
0.1% of portfolio›$249.8K
Visionary Wealth Advisors1,800
0.0% of portfolio›$248.1K
Bank of New York Mellon Corp1,702
0.0% of portfolio›$234.6K
WestHill Financial Advisors, Inc.1,630
0.0% of portfolio›$224.6K
Apollon Wealth Management, LLC1,622
0.0% of portfolio›$223.5K
AMG National Trust Bank1,600
0.0% of portfolio›$220.5K
Wagner Wealth Management, LLC1,186
0.0% of portfolio›$163.5K
Wilmington Savings Fund Society, FSB642
0.0% of portfolio›$88.5K
Hazlett, Burt & Watson, Inc.585
0.0% of portfolio›$24.1K
Provenance Wealth Advisors, LLC577
0.0% of portfolio›$79.5K
Costello Asset Management, Inc572
0.0% of portfolio›$78.8K
Salomon & Ludwin, LLC505
0.0% of portfolio›$69.6K
Parallel Advisors, LLC409
0.0% of portfolio›$56.4K
Capital Investment Counsel, Inc392
0.0% of portfolio›$54.0K
Creative Financial Designs Inc356
0.0% of portfolio›$49.1K
Hilton Head Capital Partners, LLC306
0.0% of portfolio›$42.2K
Alpine Bank Wealth Management300
0.0% of portfolio›$41.3K
Putney Financial Group LLC133
0.0% of portfolio›$18.3K
Quest 10 Wealth Builders, Inc.132
0.0% of portfolio›$18.2K
Trust Co63
0.0% of portfolio›$8.7K
Larson Financial Group LLC57
0.0% of portfolio›$7.9K
Simplex Trading, LLC50
0.0% of portfolio›$6.9K
Golden State Wealth Management, LLC45
0.0% of portfolio›$6.2K
Cedar Mountain Advisors, LLC28
0.0% of portfolio›$3.9K
Register Financial Advisors LLC12
0.0% of portfolio›$1.7K
Central Pacific Bank - Trust Division9
0.0% of portfolio›$1.2K
Elevation Wealth Partners, LLC6
0.0% of portfolio›$827
Networth Advisors, LLC0
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
365,441$50.4M0.1%ETFLowWaltham, MA2026-11-02
Prospera Financial Services Inc
134,733$17.9M0.2%CoreMediumDallas, TX2026-11-04
Strid Group, LLC
105,857$14.6M1.6%ETFLowNewtown Square, PA2026-10-28
Wealth Enhancement Advisory Services, LLC
77,711$10.8M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
47,143$6.5M0.0%ETFLowFairfield, IA2026-11-02
Lanark Financial, Inc.
28,407$3.9M0.3%CoreMediumBirmingham, AL2026-10-26
MTM Investment Management, LLC
27,984$3.9M1.1%CoreVery LowSpartanburg, SC2026-10-30
Farther Finance Advisors, LLC
27,434$3.8M0.0%IndexLowSan Francisco, CA2026-10-08
B. Riley Wealth Advisors, Inc.
26,909$3.7M0.1%GrowthLowMemphis, TN2026-10-13
JBR Co Financial Management Inc
26,909$4.0M1.5%GrowthLowArdmore, OK2026-10-13
D.A. Davidson & Co.
20,744$2.9M0.0%CoreLowGreat Falls, MT2026-10-28
Capital Investment Advisory Services, LLC
19,359$2.7M0.2%CoreMediumRaleigh, NC2026-10-30
Truist Financial Corp
15,018$2.1M0.0%CoreLowCharlotte, NC2026-10-30
Sowell Financial Services LLC
11,861$1.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
Kestra Advisory Services, LLC
11,672$1.6M0.0%CoreLowAustin, TX2026-11-02
Heirloom Wealth Management
10,991$1.5M0.2%GrowthMediumGreenwood Village, CO2026-10-14
Kelly Financial Group LLC
10,728$1.5M0.3%ETFLowWethersfield, CT2026-10-16
HB Wealth Management, LLC
8,784$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Creative Planning
8,769$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
LJI Wealth Management, LLC
8,075$1.1M0.2%ETFLowIndianapolis, IN2026-10-28
Concurrent Investment Advisors, LLC
7,372$1.0M0.0%GrowthMediumTampa, FL2026-10-16
Stackstone Wealth, LLC
7,048$971.4K0.1%CoreN/ADubuque, IA2026-10-19
Integrity Alliance, Llc.
6,745$929.6K0.0%ETFMediumUrbandale, IA2026-10-29
Citigroup Inc
6,670$919.3K0.0%CoreMediumNew York, NY2026-11-04
Focus Financial Network, Inc.
6,330$872.4K0.0%ETFLowMinneapolis, MN2026-10-14
Mullooly Asset Management, Inc.
5,739$790.7K0.2%ETFVery LowWall Township, NJ2026-10-30
Redwood Family Wealth LLC
5,327$734.2K0.6%GrowthLowPlano, TX2026-10-20
Millennium Capital Advisors, LLC
5,245$722.9K0.4%GrowthLowLittle Rock, AR2026-10-16
Prosperity Financial Group, Inc.
5,164$711.9K0.2%GrowthMediumSan Ramon, CA2026-10-29
Wagner Wealth Management, Corp
5,145$709.1K0.6%ETFHighConyngham, PA2026-10-20
Spire Wealth Management
5,092$701.8K0.0%GrowthMediumMclean, VA2026-10-30
WealthBridge Capital Management, LLC
4,930$679.5K0.1%ETFLowWesterville, OH2026-10-16
Realta Investment Advisors
4,580$631.2K0.2%GrowthMediumWilmington, DE2026-10-14
Principle Wealth Partners LLC
4,395$605.8K0.0%CoreVery LowMadison, CT2026-11-02
Private Trust Co NA
4,370$602.3K0.0%CoreLowCleveland, OH2026-10-20
Cyndeo Wealth Partners, LLC
4,302$592.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
AlphaCore Capital LLC
4,297$592.2K0.0%ETFLowLa Jolla, CA2026-11-04
Vise Technologies, Inc.
4,196$578.3K0.0%IndexLowNew York, NY2026-10-29
Bryn Mawr Trust Advisors, LLC
4,051$558.3K0.0%CoreLowPhiladelphia, PA2026-11-04
Navigation Group, LLC
4,050$558.2K0.1%ETFVery LowRedwood City, CA2026-10-28
NWF Advisory Services Inc.
3,878$534.5K0.0%GARPLowLos Angeles, CA2026-10-19
Sapient Capital LLC
3,454$476.1K0.0%GrowthMediumIndianapolis, IN2026-10-08
Global Assets Advisory, LLC
3,200$452.3K0.1%GrowthHighOrlando, FL2026-10-28
Eagle Bay Advisors LLC
3,181$438.4K0.3%GrowthMediumNew York, NY2026-10-16
Trinity Wealth Management, LLC
3,070$423.1K0.1%ETFMediumBerwyn, PA2026-10-13
Brookstone Capital Management
2,950$406.6K0.0%ETFMediumWheaton, IL2026-10-22
Morling Financial Advisors, LLC
2,933$404.2K0.1%ETFLowFremont, CA2026-10-28
Assetmark, Inc
2,834$390.6K0.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
2,817$388.3K0.0%GrowthLowTampa, FL2026-10-16
Apollon Financial, LLC
2,592$357.2K0.0%ETFVery LowMount Pleasant, SC2026-10-23
First City Capital Management, Inc.
2,585$356.3K0.2%CoreLowSavannah, GA2026-10-27
Strategy Asset Managers LLC
2,546$350.9K0.1%CoreLowPasadena, CA2026-10-14
Castle Rock Wealth Management, LLC
2,510$353.6K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Selective Wealth Management, Inc.
2,500$341.6K0.1%ETFLowForest, VA2026-10-16
Welch & Forbes LLC
2,419$333.4K0.0%CoreVery LowBoston, MA2026-11-04
Koshinski Asset Management, Inc.
2,370$326.7K0.0%ETFLowDecatur, IL2026-10-29
Onyx Bridge Wealth Group LLC
2,056$283.4K0.0%ETFMediumTarrytown, NY2026-10-16
CWC Advisors, Llc.
2,006$276.5K0.1%GARPLowLake Oswego, OR2026-10-15
Mirador Capital Partners LP
2,000$275.7K0.0%GrowthMediumPleasanton, CA2026-10-09
Post Resch Tallon Group Inc.
1,990$274.3K0.2%ETFLowPittsford, NY2026-10-09
Gaddis Premier Wealth Advisors LLC
1,854$255.5K0.1%ETFMediumDurant, OK2026-10-29
Trueblood Wealth Management, LLC
1,813$249.8K0.1%CoreLowLima, OH2026-10-23
Visionary Wealth Advisors
1,800$248.1K0.0%ETFLowO'Fallon, IL2026-11-04
Bank of New York Mellon Corp
1,702$234.6K0.0%CoreLowNew York, NY2026-11-05
WestHill Financial Advisors, Inc.
1,630$224.6K0.0%ETFVery LowSan Rafael, CA2026-10-14
Apollon Wealth Management, LLC
1,622$223.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
AMG National Trust Bank
1,600$220.5K0.0%ETFLowGreenwood Village, CO2026-11-05
Wagner Wealth Management, LLC
1,186$163.5K0.0%ETFLowGreenville, SC2026-10-21
Wilmington Savings Fund Society, FSB
642$88.5K0.0%CoreLowWilmington, DE2026-10-23
Hazlett, Burt & Watson, Inc.
585$24.1K0.0%CoreVery LowWheeling, WV2026-11-04
Provenance Wealth Advisors, LLC
577$79.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Costello Asset Management, Inc
572$78.8K0.0%CoreLowFeasterville, PA2026-10-30
Salomon & Ludwin, LLC
505$69.6K0.0%ETFVery LowRichmond, VA2026-10-29
Parallel Advisors, LLC
409$56.4K0.0%IndexLowSan Francisco, CA2026-11-03
Capital Investment Counsel, Inc
392$54.0K0.0%GrowthVery LowRaleigh, NC2026-10-20
Creative Financial Designs Inc
356$49.1K0.0%ETFMediumKokomo, IN2026-11-04
Hilton Head Capital Partners, LLC
306$42.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Alpine Bank Wealth Management
300$41.3K0.0%ETFHighGrand Junction, CO2026-10-16
Putney Financial Group LLC
133$18.3K0.0%GrowthLowSan Rafael, CA2026-10-30
Quest 10 Wealth Builders, Inc.
132$18.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Trust Co
63$8.7K0.0%ETFVery LowManhattan, KS2026-10-09
Larson Financial Group LLC
57$7.9K0.0%GrowthLowSt Louis, MO2026-11-05
Simplex Trading, LLC
50$6.9K0.0%CoreVery HighChicago, IL2026-11-04
Golden State Wealth Management, LLC
45$6.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Cedar Mountain Advisors, LLC
28$3.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Register Financial Advisors LLC
12$1.7K0.0%GARPLowAtlanta, GA2026-10-23
Central Pacific Bank - Trust Division
9$1.2K0.0%CoreMediumHonolulu, HI2026-10-06
Elevation Wealth Partners, LLC
6$8270.0%ETFLowWalnut Creek, CA2026-10-07
Networth Advisors, LLC
0$150.0%ETFMediumCanonsburg, PA2026-11-03