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JBR Co Financial Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

JBR Co Financial 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 		$4.09M Sell
26,974
-2,179
-7% -$304K 1.49% 17
2026
Q1 		$3.39M Hold
29,153
– – 1.42% 17
2025
Q4 		$3.39M Sell
29,153
-70
-0.2% -$8.25K 1.42% 17
2025
Q3 		$3.45M Sell
29,223
-789
-3% -$88.7K 1.46% 14
2025
Q2 		$3.26M Sell
30,012
-949
-3% -$96.9K 1.61% 14
2025
Q1 		$3.1M Sell
30,961
-1,635
-5% -$177K 1.81% 13
2024
Q4 		$3.51M Buy
32,596
+114
+0.4% +$12.5K 2.14% 10
2024
Q3 		$3.35M Sell
32,482
-790
-2% -$78K 2.19% 10
2024
Q2 		$3.26M Sell
33,272
-1,087
-3% -$105K 2.29% 10
2024
Q1 		$3.39M Sell
34,359
-5,173
-13% -$472K 2.71% 7
2023
Q4 		$3.38M Buy
+39,532
New +$3.14M 3.17% 7

Other funds holding PDP

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NS
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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JBR Co Financial Management's PDP Position: Q2 2026 in Review

JBR Co Financial Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 7.5% in Q2 2026, selling an estimated $304K and leaving 26,974 shares worth $4.09M. The position accounts for 1.49% of the portfolio, ranked #17.

JBR Co Financial Management first reported a position in PDP in Q4 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • JBR Co Financial Management held 26,974 shares of Invesco Dorsey Wright Momentum ETF worth $4.09M as of Q2 2026.
  • JBR Co Financial Management sold 2,179 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $304K.
  • Invesco Dorsey Wright Momentum ETF made up 1.49% of JBR Co Financial Management's portfolio in Q2 2026, its #17 holding.
  • JBR Co Financial Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and has held it in 11 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.