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

IFP 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 		$444K Sell
2,925
-1,713
-37% -$239K 0.01% 1103
2026
Q1 		$560K Buy
4,638
+235
+5% +$29.2K 0.01% 915
2025
Q4 		$513K Sell
4,403
-129
-3% -$15.2K 0.01% 920
2025
Q3 		$535K Sell
4,532
-733
-14% -$82.4K 0.01% 831
2025
Q2 		$572K Buy
5,265
+519
+11% +$53K 0.02% 777
2025
Q1 		$474K Buy
4,746
+113
+2% +$12.2K 0.01% 793
2024
Q4 		$498K Sell
4,633
-761
-14% -$83.5K 0.02% 737
2024
Q3 		$557K Buy
5,394
+761
+16% +$75.1K 0.02% 657
2024
Q2 		$453K Hold
4,633
– – 0.02% 691
2024
Q1 		$458K Sell
4,633
-2,667
-37% -$243K 0.02% 644
2023
Q4 		$624K Buy
7,300
+2,667
+58% +$212K 0.03% 516
2023
Q3 		$357K Hold
4,633
– – 0.02% 715
2023
Q2 		$375K Sell
4,633
-252
-5% -$19.1K 0.02% 760
2023
Q1 		$274K Sell
4,885
-1,390
-22% -$103K 0.01% 816
2022
Q4 		$351K Sell
6,275
-848
-12% -$61.8K 0.01% 1068
2022
Q3 		$399K Buy
7,123
+879
+14% +$64K 0.01% 1033
2022
Q2 		$349K Hold
6,244
– – 0.01% 1001
2022
Q1 		$349K Buy
6,244
+1,359
+28% +$110K 0.01% 1001
2021
Q4 		$461K Sell
4,885
-1,164
-19% -$110K 0.01% 623
2021
Q3 		$543K Hold
6,049
– – 0.01% 568
2021
Q2 		$543K Hold
6,049
– – 0.01% 522
2021
Q1 		$515K Sell
6,049
-186
-3% -$16.3K 0.01% 506
2020
Q4 		$548K Hold
6,235
– – 0.02% 480
2020
Q3 		$477K Sell
6,235
-14
-0.2% -$1.03K 0.03% 442
2020
Q2 		$414K Sell
6,249
-3,800
-38% -$237K 0.03% 458
2020
Q1 		$557K Buy
10,049
+3,681
+58% +$230K 0.06% 330
2019
Q4 		$409K Sell
6,368
-4,200
-40% -$261K 0.03% 470
2019
Q3 		$639K Buy
+10,568
New +$652K 0.04% 430
2019
Q1 		$5K Sell
90
-9,647
-99% -$514K ﹤0.01% 1871
2018
Q4 		$467K Buy
9,737
+1,280
+15% +$67.2K 0.03% 583
2018
Q3 		$504K Buy
8,457
+1,395
+20% +$81K 0.02% 655
2018
Q2 		$391K Sell
7,062
-178
-2% -$9.74K 0.02% 762
2018
Q1 		$374K Hold
7,240
– – 0.02% 740
2017
Q4 		$374K Sell
7,240
-1,814
-20% -$92.1K 0.02% 740
2017
Q3 		$440K Sell
9,054
-271
-3% -$13K 0.02% 737
2017
Q2 		$437K Buy
9,325
+1,470
+19% +$67.8K 0.02% 732
2017
Q1 		$356K Sell
7,855
-218
-3% -$9.61K 0.02% 834
2016
Q4 		$339K Sell
8,073
-1,957
-20% -$81.8K 0.02% 802
2016
Q3 		$425K Buy
10,030
+2
+0% +$85 0.02% 627
2016
Q2 		$422K Buy
10,028
+9,938
+11,042% +$409K 0.02% 608
2016
Q1 		$5K Sell
90
-2,329
-96% -$90.4K ﹤0.01% 1870
2015
Q4 		$100K Buy
+2,419
New +$101K 0.01% 1179

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

IFP Advisors's PDP Position: Q2 2026 in Review

IFP Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 37% in Q2 2026, selling an estimated $239K and leaving 2,925 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #1103.

IFP Advisors first reported a position in PDP in Q4 2015 and has held it in 42 quarters since. The position peaked at $639K in Q3 2019. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • IFP Advisors held 2,925 shares of Invesco Dorsey Wright Momentum ETF worth $444K as of Q2 2026.
  • IFP Advisors sold 1,713 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $239K.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1103 holding.
  • IFP Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $639K in Q3 2019.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.