BankPlus Trust Department’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

BankPlus Trust Department’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	$278K	Hold	1,832	–	–	0.07%	175
2026 Q1	$221K	Hold	1,832	–	–	0.06%	172
2025 Q4	$213K	Hold	1,832	–	–	0.06%	172
2025 Q3	$216K	Hold	1,832	–	–	0.06%	162
2025 Q2	$199K	Hold	1,832	–	–	0.06%	152
2025 Q1	$183K	Hold	1,832	–	–	0.06%	143
2024 Q4	$197K	Buy	+1,832	New	+$201K	0.06%	143

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

BankPlus Trust Department's PDP Position: Q2 2026 in Review

BankPlus Trust Department held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 1,832 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #175.

BankPlus Trust Department first reported a position in PDP in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

BankPlus Trust Department held 1,832 shares of Invesco Dorsey Wright Momentum ETF worth $278K as of Q2 2026.
BankPlus Trust Department left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.07% of BankPlus Trust Department's portfolio in Q2 2026, its #175 holding.
BankPlus Trust Department first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 7 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.