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Kestra Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Kestra Advisory Services’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 		$1.63M Sell
10,745
-169
-2% -$23.5K 0.01% 1476
2026
Q1 		$1.32M Buy
10,914
+1,967
+22% +$244K 0.01% 1546
2025
Q4 		$1.04M Sell
8,947
-1,615
-15% -$190K ﹤0.01% 1625
2025
Q3 		$1.25M Sell
10,562
-1,048
-9% -$118K 0.01% 1444
2025
Q2 		$1.26M Sell
11,610
-407
-3% -$41.6K 0.01% 1340
2025
Q1 		$1.2M Buy
12,017
+20
+0.2% +$2.16K 0.01% 1281
2024
Q4 		$1.29M Buy
11,997
+2,509
+26% +$275K 0.01% 1250
2024
Q3 		$980K Sell
9,488
-397
-4% -$39.2K 0.01% 1339
2024
Q2 		$967K Buy
9,885
+831
+9% +$79.9K 0.01% 1343
2024
Q1 		$894K Buy
9,054
+874
+11% +$79.8K 0.01% 1307
2023
Q4 		$699K Sell
8,180
-3,173
-28% -$252K 0.01% 1326
2023
Q3 		$874K Buy
11,353
+4,392
+63% +$350K 0.01% 1059
2023
Q2 		$564K Buy
6,961
+533
+8% +$40.5K 0.01% 1270
2023
Q1 		$488K Sell
6,428
-665
-9% -$49.5K 0.01% 1297
2022
Q4 		$504K Sell
7,093
-2,247
-24% -$164K ﹤0.01% 1407
2022
Q3 		$631K Buy
9,340
+222
+2% +$16.2K 0.01% 1187
2022
Q2 		$621K Sell
9,118
-23,583
-72% -$1.77M 0.01% 1193
2022
Q1 		$2.65M Sell
32,701
-2,470
-7% -$200K 0.03% 579
2021
Q4 		$3.32M Sell
35,171
-1,427
-4% -$135K 0.03% 503
2021
Q3 		$3.27M Sell
36,598
-248
-0.7% -$22.8K 0.03% 532
2021
Q2 		$3.3M Sell
36,846
-1,153
-3% -$99.8K 0.04% 487
2021
Q1 		$3.23M Sell
37,999
-10,687
-22% -$936K 0.04% 446
2020
Q4 		$4.26M Buy
48,686
+6,029
+14% +$494K 0.05% 374
2020
Q3 		$3.26M Buy
+42,657
New +$3.14M 0.06% 319

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

Kestra Advisory Services's PDP Position: Q2 2026 in Review

Kestra Advisory Services reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 1.5% in Q2 2026, selling an estimated $23.5K and leaving 10,745 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #1476.

Kestra Advisory Services first reported a position in PDP in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.26M in Q4 2020. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Kestra Advisory Services held 10,745 shares of Invesco Dorsey Wright Momentum ETF worth $1.63M as of Q2 2026.
  • Kestra Advisory Services sold 169 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $23.5K.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1476 holding.
  • Kestra Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Invesco Dorsey Wright Momentum ETF position peaked at $4.26M in Q4 2020.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.