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

Cascade Financial 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	$220K	Buy	+1,450	New	+$202K	0.02%	261

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

Cascade Financial Partners's PDP Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 1,450 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings.

223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Cascade Financial Partners held 1,450 shares of Invesco Dorsey Wright Momentum ETF worth $220K as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new Cascade Financial Partners position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #261 holding.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.