Benjamin Edwards Inc’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Benjamin Edwards Inc’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	$1.84M	Buy	12,104 +454	+4%	+$63.3K	0.02%	599
2026 Q1	$1.41M	Buy	11,650 +398	+4%	+$49.4K	0.01%	647
2025 Q4	$1.31M	Buy	11,252 +69	+0.6%	+$8.13K	0.01%	622
2025 Q3	$1.32M	Sell	11,183 -105	-0.9%	-$11.8K	0.01%	605
2025 Q2	$1.23M	Buy	11,288 +1,068	+10%	+$109K	0.02%	562
2025 Q1	$1.02M	Buy	10,220 +230	+2%	+$24.8K	0.01%	572
2024 Q4	$1.08M	Sell	9,990 -676	-6%	-$74.2K	0.02%	586
2024 Q3	$1.1M	Buy	+10,666	New	+$1.05M	0.02%	570

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

Benjamin Edwards Inc's PDP Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 3.9% in Q2 2026, buying an estimated $63.3K and bringing the position to 12,104 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #599.

Benjamin Edwards Inc first reported a position in PDP in Q3 2024 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Benjamin Edwards Inc held 12,104 shares of Invesco Dorsey Wright Momentum ETF worth $1.84M as of Q2 2026.
Benjamin Edwards Inc bought 454 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $63.3K.
Invesco Dorsey Wright Momentum ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #599 holding.
Benjamin Edwards Inc first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 8 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.