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 Q2	$2.06M	Sell	13,601 -1,045	-7%	-$146K	﹤0.01%	1344
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 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 Partners Wealth's PDP Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 7.1% in Q2 2026, selling an estimated $146K and leaving 13,601 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Focus Partners Wealth first reported a position in PDP in Q4 2023 and has held it in 11 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Focus Partners Wealth held 13,601 shares of Invesco Dorsey Wright Momentum ETF worth $2.06M as of Q2 2026.
Focus Partners Wealth sold 1,045 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $146K.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1344 holding.
Focus Partners Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and has held it in 11 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.