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Founders Financial Alliance’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Founders Financial Alliance’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 		$209K Hold
1,378
– – 0.03% 424
2026
Q1 		$166K Buy
1,378
+564
+69% +$70K 0.03% 409
2025
Q4 		$94.7K Sell
814
-564
-41% -$66.4K 0.02% 395
2025
Q3 		$163K Buy
1,378
+576
+72% +$64.7K 0.03% 395
2025
Q2 		$87.1K Hold
802
– – 0.02% 357
2025
Q1 		$80.2K Sell
802
-563
-41% -$60.8K 0.02% 402
2024
Q4 		$147K Buy
1,365
+1
+0.1% +$110 0.04% 303
2024
Q3 		$141K Hold
1,364
– – 0.04% 307
2024
Q2 		$133K Hold
1,364
– – 0.04% 301
2024
Q1 		$135K Sell
1,364
-297
-18% -$27.1K 0.04% 303
2023
Q4 		$142K Hold
1,661
– – 0.06% 268
2023
Q3 		$128K Hold
1,661
– – 0.06% 253
2023
Q2 		$135K Buy
1,661
+51
+3% +$3.87K 0.05% 272
2023
Q1 		$122K Sell
1,610
-71
-4% -$5.28K 0.06% 240
2022
Q4 		$119K Buy
1,681
+300
+22% +$21.9K 0.05% 255
2022
Q3 		$93K Hold
1,381
– – 0.05% 260
2022
Q2 		$94K Hold
1,381
– – 0.05% 270
2022
Q1 		$112K Hold
1,381
– – 0.05% 252
2021
Q4 		$131K Hold
1,381
– – 0.05% 281
2021
Q3 		$123K Buy
1,381
+190
+16% +$17.5K 0.06% 263
2021
Q2 		$107K Buy
1,191
+110
+10% +$9.52K 0.05% 286
2021
Q1 		$90K Buy
1,081
+569
+111% +$49.9K 0.04% 282
2020
Q4 		$45K Hold
512
– – 0.03% 299
2020
Q3 		$42K Buy
+512
New +$37.7K 0.03% 416

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Founders Financial Alliance's PDP Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 1,378 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #424.

Founders Financial Alliance first reported a position in PDP in Q3 2020 and has held it in 24 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Founders Financial Alliance held 1,378 shares of Invesco Dorsey Wright Momentum ETF worth $209K as of Q2 2026.
  • Founders Financial Alliance left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #424 holding.
  • Founders Financial Alliance first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2020 and has held it in 24 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

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