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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

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

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. 222 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.
  • 222 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.