HHM Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

HHM Wealth 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	$117K	Sell	773 -140	-15%	-$19.5K	0.01%	271
2026 Q1	$110K	Hold	913	–	–	0.01%	258
2025 Q4	$106K	Sell	913 -30	-3%	-$3.53K	0.01%	264
2025 Q3	$111K	Hold	943	–	–	0.01%	270
2025 Q2	$102K	Sell	943 -67	-7%	-$6.84K	0.01%	276
2025 Q1	$101K	Hold	1,010	–	–	0.01%	265
2024 Q4	$109K	Hold	1,010	–	–	0.01%	258
2024 Q3	$104K	Hold	1,010	–	–	0.01%	240
2024 Q2	$98.8K	Hold	1,010	–	–	0.01%	246
2024 Q1	$99.8K	Hold	1,010	–	–	0.02%	206
2023 Q4	$86.3K	Hold	1,010	–	–	0.02%	223
2023 Q3	$77.8K	Hold	1,010	–	–	0.02%	222
2023 Q2	$81.8K	Hold	1,010	–	–	0.02%	230
2023 Q1	$76.7K	Hold	1,010	–	–	0.02%	227
2022 Q4	$71.8K	Hold	1,010	–	–	0.02%	206
2022 Q3	$68K	Hold	1,010	–	–	0.02%	196
2022 Q2	$69K	Hold	1,010	–	–	0.02%	236
2022 Q1	$82K	Hold	1,010	–	–	0.02%	241
2021 Q4	$95K	Buy	+1,010	New	+$95.8K	0.02%	223

Other funds holding PDP

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HHM Wealth Advisors's PDP Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 15% in Q2 2026, selling an estimated $19.5K and leaving 773 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #271.

HHM Wealth Advisors first reported a position in PDP in Q4 2021 and has held it in 19 quarters since. 68 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

HHM Wealth Advisors held 773 shares of Invesco Dorsey Wright Momentum ETF worth $117K as of Q2 2026.
HHM Wealth Advisors sold 140 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $19.5K.
Invesco Dorsey Wright Momentum ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #271 holding.
HHM Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2021 and has held it in 19 quarters since.
68 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.