Montgomery Financial Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Montgomery Financial Services’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	$32.9K	Buy	+217	New	+$30.2K	0.03%	89

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Montgomery Financial Services's PDP Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 217 shares worth $32.9K. The stake represents 0.03% of the portfolio and ranks #89 among its holdings.

216 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Montgomery Financial Services held 217 shares of Invesco Dorsey Wright Momentum ETF worth $32.9K as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new Montgomery Financial Services position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #89 holding.
216 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.