Focus Partners Wealth
PDP icon

Focus Partners Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Focus Partners Wealth’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
Q1 		$1.77M Sell
14,646
-1,326
-8% -$165K ﹤0.01% 1371
2025
Q4 		$1.86M Buy
15,972
+6,581
+70% +$775K ﹤0.01% 1353
2025
Q3 		$1.11M Sell
9,391
-3,806
-29% -$428K ﹤0.01% 1244
2025
Q2 		$1.43M Buy
13,197
+190
+1% +$19.4K ﹤0.01% 1002
2025
Q1 		$1.3M Sell
13,007
-592
-4% -$64K ﹤0.01% 981
2024
Q4 		$1.46M Sell
13,599
-3
-0% -$329 ﹤0.01% 945
2024
Q3 		$1.4M Buy
13,602
+8,863
+187% +$875K ﹤0.01% 859
2024
Q2 		$464K Hold
4,739
– – ﹤0.01% 967
2024
Q1 		$468K Hold
4,739
– – ﹤0.01% 735
2023
Q4 		$405K Buy
+4,739
New +$376K 0.01% 614

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Focus Partners Wealth's PDP Position: Q1 2026 in Review

Focus Partners Wealth reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 8.3% in Q1 2026, selling an estimated $165K and leaving 14,646 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Focus Partners Wealth first reported a position in PDP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q4 2025. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Focus Partners Wealth held 14,646 shares of Invesco Dorsey Wright Momentum ETF worth $1.77M as of Q1 2026.
  • Focus Partners Wealth sold 1,326 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $165K.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1371 holding.
  • Focus Partners Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Invesco Dorsey Wright Momentum ETF position peaked at $1.86M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.