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HighPoint Advisor Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

HighPoint Advisor Group’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 		$590K Hold
3,890
– – 0.02% 426
2026
Q1 		$470K Sell
3,890
-80
-2% -$9.93K 0.02% 433
2025
Q4 		$462K Buy
+3,970
New +$468K 0.01% 687

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

HighPoint Advisor Group's PDP Position: Q2 2026 in Review

HighPoint Advisor Group held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 3,890 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #426.

HighPoint Advisor Group first reported a position in PDP in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • HighPoint Advisor Group held 3,890 shares of Invesco Dorsey Wright Momentum ETF worth $590K as of Q2 2026.
  • HighPoint Advisor Group left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #426 holding.
  • HighPoint Advisor Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.