Focus Financial Network’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Focus Financial Network’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	$1.14M	Buy	7,541 +201	+3%	+$28K	0.04%	318
2026 Q1	$886K	Sell	7,340 -64	-0.9%	-$7.94K	0.03%	334
2025 Q4	$862K	Sell	7,404 -11	-0.1%	-$1.3K	0.03%	332
2025 Q3	$875K	Sell	7,415 -3	-0%	-$337	0.03%	325
2025 Q2	$806K	Buy	7,418 +129	+2%	+$13.2K	0.03%	333
2025 Q1	$729K	Sell	7,289 -73	-1%	-$7.89K	0.03%	346
2024 Q4	$792K	Sell	7,362 -149	-2%	-$16.4K	0.03%	315
2024 Q3	$776K	Hold	7,511	–	–	0.03%	315
2024 Q2	$740K	Sell	7,511 -929	-11%	-$89.4K	0.03%	316
2024 Q1	$777K	Sell	8,440 -4	-0%	-$365	0.04%	293
2023 Q4	$722K	Buy	8,444 +577	+7%	+$45.8K	0.03%	376
2023 Q3	$606K	Hold	7,867	–	–	0.03%	321
2023 Q2	$637K	Hold	7,867	–	–	0.04%	311
2023 Q1	$598K	Sell	7,867 -55	-0.7%	-$4.09K	0.04%	318
2022 Q4	$563K	Sell	7,922 -124	-2%	-$9.04K	0.05%	269
2022 Q3	$544K	Hold	8,046	–	–	0.05%	265
2022 Q2	$548K	Sell	8,046 -435	-5%	-$32.6K	0.05%	272
2022 Q1	$687K	Buy	+8,481	New	+$688K	0.05%	252
2021 Q1	–	Sell	-7,186	Closed	-$631K	–	482
2020 Q4	$631K	Buy	7,186 +79	+1%	+$6.47K	0.06%	240
2020 Q3	$543K	Buy	7,107 +133	+2%	+$9.79K	0.05%	255
2020 Q2	$470K	Sell	6,974 -27	-0.4%	-$1.69K	0.05%	251
2020 Q1	$378K	Sell	7,001 -301	-4%	-$18.8K	0.05%	250
2019 Q4	$470K	Sell	7,302 -125	-2%	-$7.76K	0.06%	250
2019 Q3	$452K	Buy	7,427 +26	+0.4%	+$1.6K	0.06%	236
2019 Q2	$446K	Hold	7,401	–	–	0.07%	235
2019 Q1	$419K	Buy	+7,401	New	+$394K	0.07%	228

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

Focus Financial Network's PDP Position: Q2 2026 in Review

Focus Financial Network increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 2.7% in Q2 2026, buying an estimated $28K and bringing the position to 7,541 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #318.

Focus Financial Network first reported a position in PDP in Q1 2019 and has held it in 26 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Focus Financial Network held 7,541 shares of Invesco Dorsey Wright Momentum ETF worth $1.14M as of Q2 2026.
Focus Financial Network bought 201 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $28K.
Invesco Dorsey Wright Momentum ETF made up 0.04% of Focus Financial Network's portfolio in Q2 2026, its #318 holding.
Focus Financial Network first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2019 and has held it in 26 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.