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

Kingdom 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 		$47.6K Buy
+314
New +$43.8K 0.01% 268
2026
Q1 		– Sell
-328
Closed -$38.2K – 914
2025
Q4 		$38.2K Buy
+328
New +$38.6K 0.01% 286

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

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

Kingdom Financial Group opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 314 shares worth $47.6K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Kingdom Financial Group previously reported a position in PDP as recently as Q4 2025.

Kingdom Financial Group first reported a position in PDP in Q4 2025 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Kingdom Financial Group held 314 shares of Invesco Dorsey Wright Momentum ETF worth $47.6K as of Q2 2026.
  • Invesco Dorsey Wright Momentum ETF was a new Kingdom Financial Group position in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #268 holding.
  • Kingdom Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.