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Affinity Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Affinity Wealth Management’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 		$5.91M Buy
38,969
+36,912
+1,794% +$5.14M 0.76% 29
2026
Q1 		$248K Hold
2,057
– – 0.04% 91
2025
Q4 		$239K Hold
2,057
– – 0.03% 96
2025
Q3 		$243K Hold
2,057
– – 0.04% 91
2025
Q2 		$223K Hold
2,057
– – 0.04% 96
2025
Q1 		$206K Buy
2,057
+194
+10% +$21K 0.04% 94
2024
Q4 		$200K Buy
+1,863
New +$204K 0.04% 99
2021
Q4 		– Sell
-92,245
Closed -$8.07M – 124
2021
Q3 		$8.07M Sell
92,245
-5,979
-6% -$550K 1.59% 19
2021
Q2 		$8.88M Buy
98,224
+2,713
+3% +$235K 1.76% 16
2021
Q1 		$8.1M Buy
95,511
+649
+0.7% +$56.9K 1.66% 17
2020
Q4 		$8.45M Buy
94,862
+8,794
+10% +$721K 1.78% 16
2020
Q3 		$6.76M Buy
+86,068
New +$6.34M 1.82% 14
2020
Q2 		– Sell
-35,933
Closed -$2.21M – 58
2020
Q1 		$2.21M Buy
35,933
+2,638
+8% +$165K 1.32% 10
2019
Q4 		$2.14M Buy
33,295
+248
+0.8% +$15.4K 0.79% 20
2019
Q3 		$2.01M Buy
33,047
+14,889
+82% +$918K 0.81% 21
2019
Q2 		$1.09M Buy
18,158
+3,938
+28% +$230K 0.43% 41
2019
Q1 		$806K Sell
14,220
-620
-4% -$33K 0.32% 53
2018
Q4 		$719K Buy
+14,840
New +$779K 0.44% 39

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Affinity Wealth Management's PDP Position: Q2 2026 in Review

Affinity Wealth Management increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 1,794% in Q2 2026, buying an estimated $5.14M and bringing the position to 38,969 shares worth $5.91M. The position accounts for 0.76% of the portfolio, ranked #29.

Affinity Wealth Management first reported a position in PDP in Q4 2018 and has held it in 18 quarters since. The position peaked at $8.88M in Q2 2021. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Affinity Wealth Management held 38,969 shares of Invesco Dorsey Wright Momentum ETF worth $5.91M as of Q2 2026.
  • Affinity Wealth Management bought 36,912 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $5.14M.
  • Invesco Dorsey Wright Momentum ETF made up 0.76% of Affinity Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Affinity Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and has held it in 18 quarters since.
  • Affinity Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $8.88M in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.