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LJI Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

LJI Wealth Management’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 		$1.25M Sell
8,226
-10,973
-57% -$1.53M 0.17% 59
2026
Q1 		$2.32M Sell
19,199
-1,882
-9% -$233K 0.37% 27
2025
Q4 		$2.45M Sell
21,081
-89
-0.4% -$10.5K 0.37% 29
2025
Q3 		$2.5M Sell
21,170
-52,386
-71% -$5.89M 0.44% 25
2025
Q2 		$7.99M Buy
73,556
+2,836
+4% +$290K 1.39% 13
2025
Q1 		$7.07M Buy
70,720
+3,532
+5% +$382K 1.41% 13
2024
Q4 		$7.23M Sell
67,188
-25,422
-27% -$2.79M 1.42% 13
2024
Q3 		$9.56M Buy
92,610
+583
+0.6% +$57.5K 1.95% 13
2024
Q2 		$9.01M Buy
92,027
+1,800
+2% +$173K 1.99% 13
2024
Q1 		$8.91M Buy
90,227
+1,239
+1% +$113K 2.31% 12
2023
Q4 		$7.61M Buy
88,988
+209
+0.2% +$16.6K 1.97% 13
2023
Q3 		$6.84M Buy
88,779
+1,768
+2% +$141K 1.97% 13
2023
Q2 		$7.05M Buy
87,011
+1,063
+1% +$80.7K 2.05% 13
2023
Q1 		$6.53M Buy
85,948
+2,111
+3% +$157K 2.06% 13
2022
Q4 		$5.96M Buy
+83,837
New +$6.11M 2.09% 13

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

LJI Wealth Management's PDP Position: Q2 2026 in Review

LJI Wealth Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 57% in Q2 2026, selling an estimated $1.53M and leaving 8,226 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #59.

LJI Wealth Management first reported a position in PDP in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.56M in Q3 2024. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • LJI Wealth Management held 8,226 shares of Invesco Dorsey Wright Momentum ETF worth $1.25M as of Q2 2026.
  • LJI Wealth Management sold 10,973 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $1.53M.
  • Invesco Dorsey Wright Momentum ETF made up 0.17% of LJI Wealth Management's portfolio in Q2 2026, its #59 holding.
  • LJI Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $9.56M in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.