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

Larson 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	$8.65K	Hold	57	–	–	﹤0.01%	2494
2026 Q1	$6.88K	Hold	57	–	–	﹤0.01%	2442
2025 Q4	$6.63K	Hold	57	–	–	﹤0.01%	2340
2025 Q3	$6.73K	Hold	57	–	–	﹤0.01%	2229
2025 Q2	$6.19K	Hold	57	–	–	﹤0.01%	2012
2025 Q1	$5.7K	Hold	57	–	–	﹤0.01%	1845
2024 Q4	$6.13K	Hold	57	–	–	﹤0.01%	1619
2024 Q3	$5.89K	Sell	57 -69	-55%	-$6.81K	﹤0.01%	1638
2024 Q2	$12.3K	Buy	+126	New	+$12.1K	﹤0.01%	1201

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

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

Larson Financial Group held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 57 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Larson Financial Group first reported a position in PDP in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.3K in Q2 2024. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Larson Financial Group held 57 shares of Invesco Dorsey Wright Momentum ETF worth $8.65K as of Q2 2026.
Larson Financial Group left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2494 holding.
Larson Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco Dorsey Wright Momentum ETF position peaked at $12.3K in Q2 2024.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

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