Frazier Financial Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Frazier Financial 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	$26.4K	Hold	174	–	–	0.01%	266
2026 Q1	$21K	Sell	174 -167	-49%	-$20.7K	0.01%	320
2025 Q4	$39.7K	Buy	341 +167	+96%	+$19.7K	0.02%	187
2025 Q3	$20.5K	Hold	174	–	–	0.01%	271
2025 Q2	$18.9K	Hold	174	–	–	0.01%	272
2025 Q1	$17.4K	Hold	174	–	–	0.01%	261
2024 Q4	$18.9K	Hold	174	–	–	0.02%	259
2024 Q3	$18K	Hold	174	–	–	0.01%	277
2024 Q2	$17K	Buy	+174	New	+$16.7K	0.01%	327

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

Frazier Financial Advisors's PDP Position: Q2 2026 in Review

Frazier Financial Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 174 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #266.

Frazier Financial Advisors first reported a position in PDP in Q2 2024 and has held it in 9 quarters since. The position peaked at $39.7K in Q4 2025. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Frazier Financial Advisors held 174 shares of Invesco Dorsey Wright Momentum ETF worth $26.4K as of Q2 2026.
Frazier Financial Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #266 holding.
Frazier Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Frazier Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $39.7K in Q4 2025.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.