HWM
PDP icon

HB Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

HB Wealth Management’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 		$1.39M Buy
9,187
+317
+4% +$44.2K 0.01% 603
2026
Q1 		$1.07M Buy
8,870
+550
+7% +$68.2K 0.01% 634
2025
Q4 		$968K Hold
8,320
– – 0.01% 638
2025
Q3 		$982K Hold
8,320
– – 0.01% 612
2025
Q2 		$903K Sell
8,320
-945
-10% -$96.5K 0.01% 561
2025
Q1 		$926K Buy
+9,265
New +$1M 0.01% 564

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

HB Wealth Management's PDP Position: Q2 2026 in Review

HB Wealth Management increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 3.6% in Q2 2026, buying an estimated $44.2K and bringing the position to 9,187 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #603.

HB Wealth Management first reported a position in PDP in Q1 2025 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • HB Wealth Management held 9,187 shares of Invesco Dorsey Wright Momentum ETF worth $1.39M as of Q2 2026.
  • HB Wealth Management bought 317 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $44.2K.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #603 holding.
  • HB Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.