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Bellars Harris Wealth Management, LLC’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Bellars Harris Wealth Management, LLC’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
Q2 		$1.19M Buy
+7,827
New +$1.09M 0.24% 70

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Bellars Harris Wealth Management, LLC's PDP Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 7,827 shares worth $1.19M. The stake represents 0.24% of the portfolio and ranks #70 among its holdings.

134 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 7,827 shares of Invesco Dorsey Wright Momentum ETF worth $1.19M as of Q2 2026.
  • Invesco Dorsey Wright Momentum ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.24% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #70 holding.
  • 134 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.