Public ownership evidence

Invesco Exchange-Traded Fund Trust Invesco Dorsey Wright Momentum ETF (PDP) Ownership Disclosures

Read PDP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Exchange-Traded Fund Trust Invesco Dorsey Wright Momentum ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
28,875
Value (USD)
$2,886,971
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PDP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PDP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2928,875$2,886,971None
Corient Private Wealth LP2026-06-302026-08-282,672$405,347None
Rehmann Capital Advisory Group2026-06-302026-08-211,745$264,768None
Kingsview Wealth Management, LLC2026-06-302026-08-202,849$432,279None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2021,750$3,300,128None
Beacon Pointe Advisors, LLC2026-06-302026-08-1917,026$2,583,406None
Corient Private Wealth LP2026-06-302026-08-182,672$405,347None
Equitable Holdings, Inc.2026-06-302026-08-1820,103$3,050,187None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,025$155,527None
Modern Wealth Management, LLC2026-06-302026-08-152,831$429,548None
MorganRosel Wealth Management, LLC2026-06-302026-08-155,293$803,172None
XTX Topco Ltd2026-06-302026-08-152,345$355,807None
Qube Research & Technologies Ltd2026-06-302026-08-154$607None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,325$201,042None
OSAIC HOLDINGS, INC.2026-06-302026-08-1571,000$10,773,427None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-153,500$531,055Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,800$880,034Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,161$1,086,539None
Waverly Advisors, LLC2026-06-302026-08-1518,189$2,759,854None
&PARTNERS2026-06-302026-08-1559,063$8,959,422None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-154,173$614,682None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15643$97,562None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15118,032$17,908,652None
Cerity Partners LLC2026-06-302026-08-151,715$257,204None
Cerity Partners LLC2026-06-302026-08-15712$107,958None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-154,537$688,397None
STRATEGY ASSET MANAGERS LLC2026-06-302026-08-152,573$390,401None
ROYAL BANK OF CANADA2026-06-302026-08-154,800$728,000None
ROYAL BANK OF CANADA2026-06-302026-08-15284,368$43,147,000None
ROYAL BANK OF CANADA2026-06-302026-08-1510,329$1,567,000None
CITADEL ADVISORS LLC2026-06-302026-08-152,394$363,242None
Larson Financial Group LLC2026-06-302026-08-1557$8,649None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1520,733$3,145,818None
GOLDMAN SACHS GROUP INC2026-06-302026-08-153,334$505,868None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1514,281$2,166,858None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15118,922$18,044,082None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15530,807$80,539,331None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15250,842$38,060,307None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15146,413$22,215,223None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15101,316$15,372,677None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15235,367$35,712,181None
BANK OF AMERICA CORP /DE/2026-06-302026-08-154,368$662,757None
Pathstone Holdings, LLC2026-06-302026-08-146,574$997,473None
Operose Advisors LLC2026-06-302026-08-14377$57,202None
Visionary Wealth Advisors2026-06-302026-08-141,800$273,114None
Sanctuary Advisors, LLC2026-06-302026-08-146,253$948,831None
Quantinno Capital Management LP2026-06-302026-08-146,760$1,025,695None
Delta Investment Management, LLC2026-06-302026-08-142,069$313,854None
CreativeOne Wealth, LLC2026-06-302026-08-142,273$344,816None
CreativeOne Wealth, LLC2026-06-302026-08-141$135None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗AMERIFLEX GROUP, INC. ↗Modern Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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