Kelly Financial Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Kelly Financial 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	$1.64M	Sell	10,827 -86	-0.8%	-$12K	0.37%	29
2026 Q1	$1.32M	Sell	10,913 -182	-2%	-$22.6K	0.33%	31
2025 Q4	$1.29M	Hold	11,095	–	–	0.33%	30
2025 Q3	$1.31M	Hold	11,095	–	–	0.35%	30
2025 Q2	$1.2M	Sell	11,095 -5,729	-34%	-$585K	0.35%	32
2025 Q1	$1.68M	Sell	16,824 -485	-3%	-$52.4K	0.53%	30
2024 Q4	$1.86M	Buy	+17,309	New	+$1.9M	0.66%	27

Other funds holding PDP

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return