Morling Financial Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Morling Financial Advisors’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	$445K	Hold	2,933	–	–	0.12%	52
2026 Q1	$354K	Hold	2,933	–	–	0.11%	52
2025 Q4	$341K	Hold	2,933	–	–	0.11%	55
2025 Q3	$346K	Hold	2,933	–	–	0.11%	54
2025 Q2	$318K	Hold	2,933	–	–	0.1%	58
2025 Q1	$293K	Hold	2,933	–	–	0.1%	69
2024 Q4	$316K	Hold	2,933	–	–	0.11%	60
2024 Q3	$303K	Hold	2,933	–	–	0.12%	55
2024 Q2	$287K	Hold	2,933	–	–	0.13%	48
2024 Q1	$290K	Buy	+2,933	New	+$268K	0.17%	52

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

Morling Financial Advisors's PDP Position: Q2 2026 in Review

Morling Financial Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 2,933 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #52.

Morling Financial Advisors first reported a position in PDP in Q1 2024 and has held it in 10 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Morling Financial Advisors held 2,933 shares of Invesco Dorsey Wright Momentum ETF worth $445K as of Q2 2026.
Morling Financial Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.12% of Morling Financial Advisors's portfolio in Q2 2026, its #52 holding.
Morling Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2024 and has held it in 10 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.