Farther Finance Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Farther Finance 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	$4.13M	Buy	27,248 +156	+0.6%	+$21.7K	0.03%	462
2026 Q1	$3.34M	Sell	27,092 -3,248	-11%	-$403K	0.03%	469
2025 Q4	$3.53M	Sell	30,340 -11,249	-27%	-$1.33M	0.04%	400
2025 Q3	$4.91M	Sell	41,589 -24,769	-37%	-$2.78M	0.07%	230
2025 Q2	$7.21M	Sell	66,358 -4,790	-7%	-$489K	0.14%	132
2025 Q1	$7.15M	Buy	71,148 +69,808	+5,210%	+$7.54M	0.18%	112
2024 Q4	$144K	Buy	+1,340	New	+$147K	0.01%	1149

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

Farther Finance Advisors's PDP Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.58% in Q2 2026, buying an estimated $21.7K and bringing the position to 27,248 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #462.

Farther Finance Advisors first reported a position in PDP in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.21M in Q2 2025. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Farther Finance Advisors held 27,248 shares of Invesco Dorsey Wright Momentum ETF worth $4.13M as of Q2 2026.
Farther Finance Advisors bought 156 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $21.7K.
Invesco Dorsey Wright Momentum ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #462 holding.
Farther Finance Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Farther Finance Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $7.21M in Q2 2025.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.