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LRI Investments’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

LRI Investments’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 		$30.3K Hold
200
– – ﹤0.01% 658
2026
Q1 		$24.1K Hold
200
– – ﹤0.01% 651
2025
Q4 		$23.3K Hold
200
– – ﹤0.01% 662
2025
Q3 		$23.6K Hold
200
– – ﹤0.01% 688
2025
Q2 		$21.7K Hold
200
– – ﹤0.01% 688
2025
Q1 		$20K Hold
200
– – ﹤0.01% 675
2024
Q4 		$21.5K Hold
200
– – ﹤0.01% 648
2024
Q3 		$22.3K Hold
200
– – ﹤0.01% 638
2024
Q2 		$19.6K Hold
200
– – ﹤0.01% 605
2024
Q1 		$19.8K Buy
+200
New +$18.3K 0.01% 379

Other funds holding PDP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments's PDP Position: Q2 2026 in Review

LRI Investments held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 200 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

LRI Investments first reported a position in PDP in Q1 2024 and has held it in 10 quarters since. 92 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • LRI Investments held 200 shares of Invesco Dorsey Wright Momentum ETF worth $30.3K as of Q2 2026.
  • LRI Investments left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #658 holding.
  • LRI Investments first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2024 and has held it in 10 quarters since.
  • 92 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.