Allworth Financial’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Allworth Financial’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	$155K	Hold	1,022	–	–	﹤0.01%	1669
2026 Q1	$123K	Hold	1,022	–	–	﹤0.01%	1707
2025 Q4	$119K	Sell	1,022 -93	-8%	-$11K	﹤0.01%	1656
2025 Q3	$132K	Sell	1,115 -500	-31%	-$56.2K	﹤0.01%	1515
2025 Q2	$175K	Hold	1,615	–	–	﹤0.01%	1242
2025 Q1	$160K	Buy	1,615 +287	+22%	+$31K	﹤0.01%	1032
2024 Q4	$154K	Buy	1,328 +175	+15%	+$19.2K	﹤0.01%	1054
2024 Q3	$119K	Hold	1,153	–	–	﹤0.01%	1011
2024 Q2	$112K	Hold	1,153	–	–	﹤0.01%	1032
2024 Q1	$114K	Buy	+1,153	New	+$105K	﹤0.01%	976
2021 Q1	–	Sell	-18	Closed	-$2K	–	1590
2020 Q4	$2K	Buy	+18	New	+$1.48K	﹤0.01%	1187
2018 Q4	–	Sell	-20	Closed	-$1K	–	919
2018 Q3	$1K	Buy	+20	New	+$1.16K	﹤0.01%	854

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Allworth Financial's PDP Position: Q2 2026 in Review

Allworth Financial held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 1,022 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Allworth Financial first reported a position in PDP in Q3 2018 and has held it in 12 quarters since. The position peaked at $175K in Q2 2025. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Allworth Financial held 1,022 shares of Invesco Dorsey Wright Momentum ETF worth $155K as of Q2 2026.
Allworth Financial left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1669 holding.
Allworth Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2018 and has held it in 12 quarters since.
Allworth Financial's Invesco Dorsey Wright Momentum ETF position peaked at $175K in Q2 2025.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.