Arax Advisory Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Arax Advisory Partners’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	$33.4K	Buy	+220	New	+$30.7K	﹤0.01%	3599
2019 Q3	–	Sell	-44	Closed	-$3K	–	597
2019 Q2	$3K	Buy	+44	New	+$2.57K	﹤0.01%	541
2018 Q4	$2K	Hold	44	–	–	﹤0.01%	530
2018 Q3	$3K	Buy	+44	New	+$2.55K	﹤0.01%	554

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

Arax Advisory Partners's PDP Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 220 shares worth $33.4K. The stake represents ﹤0.01% of the portfolio and ranks #3599 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in PDP as recently as Q2 2019.

Arax Advisory Partners first reported a position in PDP in Q3 2018 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Arax Advisory Partners held 220 shares of Invesco Dorsey Wright Momentum ETF worth $33.4K as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new Arax Advisory Partners position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3599 holding.
Arax Advisory Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2018 and has held it in 4 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.