HI
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Harbour Investments’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Harbour Investments’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 		$194K Hold
1,281
– – ﹤0.01% 1617
2026
Q1 		$155K Buy
1,281
+687
+116% +$85.2K ﹤0.01% 1668
2025
Q4 		$69.1K Hold
594
– – ﹤0.01% 1805
2025
Q3 		$70.1K Hold
594
– – ﹤0.01% 1740
2025
Q2 		$64.5K Hold
594
– – ﹤0.01% 1694
2025
Q1 		$59.4K Hold
594
– – ﹤0.01% 1679
2024
Q4 		$63.9K Buy
594
+400
+206% +$43.9K ﹤0.01% 1588
2024
Q3 		$20K Hold
194
– – ﹤0.01% 2060
2024
Q2 		$19K Sell
194
-400
-67% -$38.5K ﹤0.01% 1978
2024
Q1 		$58.7K Hold
594
– – ﹤0.01% 1455
2023
Q4 		$50.8K Buy
594
+17
+3% +$1.35K ﹤0.01% 1456
2023
Q3 		$44.4K Hold
577
– – ﹤0.01% 1404
2023
Q2 		$46.8K Hold
577
– – ﹤0.01% 1396
2023
Q1 		$43.8K Buy
577
+177
+44% +$13.2K ﹤0.01% 1413
2022
Q4 		$28.4K Hold
400
– – ﹤0.01% 1533
2022
Q3 		$27K Hold
400
– – ﹤0.01% 1508
2022
Q2 		$27K Buy
+400
New +$30K ﹤0.01% 1508
2021
Q4 		$38K Sell
400
-3,296
-89% -$313K ﹤0.01% 1380
2021
Q3 		$331K Buy
3,696
+2,102
+132% +$193K 0.01% 804
2021
Q2 		$143K Sell
1,594
-1,463
-48% -$127K ﹤0.01% 1208
2021
Q1 		$260K Buy
+3,057
New +$268K 0.01% 864

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

Harbour Investments's PDP Position: Q2 2026 in Review

Harbour Investments held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 1,281 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Harbour Investments first reported a position in PDP in Q1 2021 and has held it in 21 quarters since. The position peaked at $331K in Q3 2021. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Harbour Investments held 1,281 shares of Invesco Dorsey Wright Momentum ETF worth $194K as of Q2 2026.
  • Harbour Investments left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1617 holding.
  • Harbour Investments first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Invesco Dorsey Wright Momentum ETF position peaked at $331K in Q3 2021.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.