BRWA
PDP icon

B. Riley Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

B. Riley Wealth Advisors’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 		$3.7M Sell
24,711
-31
-0.1% -$4.32K 0.2% 114
2026
Q1 		$2.85M Sell
24,742
-2,503
-9% -$311K 0.18% 125
2025
Q4 		$3.17M Sell
27,245
-1,637
-6% -$193K 0.15% 146
2025
Q3 		$3.41M Buy
28,882
+5
+0% +$562 0.16% 137
2025
Q2 		$3.14M Buy
+28,877
New +$2.95M 0.15% 148
2024
Q4 		$2.77M Buy
25,713
+225
+0.9% +$24.7K 0.09% 219
2024
Q3 		$2.63M Sell
25,488
-2,553
-9% -$252K 0.07% 263
2024
Q2 		$2.74M Sell
28,041
-2,577
-8% -$248K 0.07% 268
2024
Q1 		$2.36M Buy
30,618
+1,199
+4% +$109K 0.06% 301
2023
Q4 		$2.52M Sell
29,419
-1,199
-4% -$95.2K 0.07% 295
2023
Q3 		$2.36M Sell
30,618
-1,425
-4% -$114K 0.06% 301
2023
Q2 		$2.6M Sell
32,043
-3,076
-9% -$233K 0.06% 303
2023
Q1 		$2.67M Sell
35,119
-795
-2% -$59.1K 0.07% 275
2022
Q4 		$2.55M Sell
35,914
-1,512
-4% -$110K 0.07% 286
2022
Q3 		$2.53M Buy
37,426
+3,627
+11% +$264K 0.08% 258
2022
Q2 		$2.3M Sell
33,799
-1,521
-4% -$114K 0.1% 212
2022
Q1 		$2.86M Buy
35,320
+1,975
+6% +$160K 0.09% 228
2021
Q4 		$3.15M Sell
33,345
-332
-1% -$31.5K 0.09% 244
2021
Q3 		$3.01M Sell
33,677
-725
-2% -$66.7K 0.1% 247
2021
Q2 		$3.08M Sell
34,402
-3,079
-8% -$267K 0.1% 240
2021
Q1 		$3.19M Buy
37,481
+560
+2% +$49.1K 0.11% 206
2020
Q4 		$3.24M Sell
36,921
-2,182
-6% -$179K 0.17% 133
2020
Q3 		$2.99M Sell
39,103
-1,296
-3% -$95.4K 0.16% 146
2020
Q2 		$2.72M Sell
40,399
-5,789
-13% -$361K 0.18% 135
2020
Q1 		$2.49M Sell
46,188
-1,875
-4% -$117K 0.21% 117
2019
Q4 		$3.09M Sell
48,063
-364
-0.8% -$22.6K 0.26% 88
2019
Q3 		$2.95M Buy
48,427
+1,610
+3% +$99.3K 0.29% 74
2019
Q2 		$2.82M Buy
46,817
+1,507
+3% +$88K 0.31% 67
2019
Q1 		$2.57M Sell
45,310
-3,052
-6% -$163K 0.32% 65
2018
Q4 		$2.35M Sell
48,362
-7,422
-13% -$390K 0.33% 64
2018
Q3 		$3.33M Buy
55,784
+286
+0.5% +$16.6K 0.4% 56
2018
Q2 		$3.07M Buy
55,498
+3,324
+6% +$182K 0.41% 58
2018
Q1 		$2.75M Buy
+52,174
New +$2.79M 0.38% 63
2016
Q4 		– Sell
-5,919
Closed -$252K – 608
2016
Q3 		$252K Sell
5,919
-2,239
-27% -$95.6K 0.05% 461
2016
Q2 		$344K Buy
8,158
+1,788
+28% +$73.5K 0.07% 356
2016
Q1 		$260K Buy
6,370
+68
+1% +$2.64K 0.06% 390
2015
Q4 		$261K Buy
6,302
+1,198
+23% +$50.2K 0.05% 413
2015
Q3 		$206K Buy
+5,104
New +$218K 0.05% 475
2015
Q2 		– Sell
-5,291
Closed -$230K – 573
2015
Q1 		$230K Buy
5,291
+1,909
+56% +$80.8K 0.06% 430
2014
Q4 		$139 Buy
+3,382
New +$136K ﹤0.01% 1554
2014
Q3 		– Sell
-1,678
Closed -$65.4K – 1526
2014
Q2 		$65.4K Buy
+1,678
New +$63.1K 0.02% 906

Other funds holding PDP

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

B. Riley Wealth Advisors's PDP Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.13% in Q2 2026, selling an estimated $4.32K and leaving 24,711 shares worth $3.7M. The position accounts for 0.2% of the portfolio, ranked #114.

B. Riley Wealth Advisors first reported a position in PDP in Q2 2014 and has held it in 41 quarters since. 29 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • B. Riley Wealth Advisors held 24,711 shares of Invesco Dorsey Wright Momentum ETF worth $3.7M as of Q2 2026.
  • B. Riley Wealth Advisors sold 31 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $4.32K.
  • Invesco Dorsey Wright Momentum ETF made up 0.2% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2014 and has held it in 41 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.