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

Merit 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 		$920K Sell
6,065
-196
-3% -$27.3K 0.01% 1120
2026
Q1 		$756K Sell
6,261
-362
-5% -$44.9K 0.01% 1134
2025
Q4 		$771K Buy
6,623
+494
+8% +$58.2K 0.01% 1060
2025
Q3 		$724K Sell
6,129
-3,125
-34% -$351K 0.01% 997
2025
Q2 		$1M Sell
9,254
-525
-5% -$53.6K 0.01% 787
2025
Q1 		$978K Sell
9,779
-2,399
-20% -$259K 0.01% 664
2024
Q4 		$1.31M Buy
12,178
+3,453
+40% +$379K 0.02% 439
2024
Q3 		$901K Sell
8,725
-4,443
-34% -$439K 0.02% 449
2024
Q2 		$1.29M Sell
13,168
-398
-3% -$38.3K 0.03% 353
2024
Q1 		$1.28M Buy
13,566
+254
+2% +$23.2K 0.03% 345
2023
Q4 		$1.14M Buy
13,312
+1,489
+13% +$118K 0.03% 280
2023
Q3 		$910K Buy
11,823
+388
+3% +$30.9K 0.03% 339
2023
Q2 		$927K Sell
11,435
-715
-6% -$54.3K 0.03% 348
2023
Q1 		$923K Buy
12,150
+170
+1% +$12.6K 0.03% 298
2022
Q4 		$851K Buy
+11,980
New +$873K 0.03% 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

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

Merit Financial Group reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 3.1% in Q2 2026, selling an estimated $27.3K and leaving 6,065 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #1120.

Merit Financial Group first reported a position in PDP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2024. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Merit Financial Group held 6,065 shares of Invesco Dorsey Wright Momentum ETF worth $920K as of Q2 2026.
  • Merit Financial Group sold 196 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $27.3K.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1120 holding.
  • Merit Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and has held it in 15 quarters since.
  • Merit Financial Group's Invesco Dorsey Wright Momentum ETF position peaked at $1.31M in Q4 2024.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.