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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Kelly Financial Group's PDP Position: Q2 2026 in Review

Kelly Financial Group reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.79% in Q2 2026, selling an estimated $12K and leaving 10,827 shares worth $1.64M. The position accounts for 0.37% of the portfolio, ranked #29.

Kelly Financial Group first reported a position in PDP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2024. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Kelly Financial Group held 10,827 shares of Invesco Dorsey Wright Momentum ETF worth $1.64M as of Q2 2026.
Kelly Financial Group sold 86 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $12K.
Invesco Dorsey Wright Momentum ETF made up 0.37% of Kelly Financial Group's portfolio in Q2 2026, its #29 holding.
Kelly Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's Invesco Dorsey Wright Momentum ETF position peaked at $1.86M in Q4 2024.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.