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 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 $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Morling Financial Advisors's PDP Position: Q1 2026 in Review

Morling Financial Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2026 at 2,933 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #52.

Morling Financial Advisors first reported a position in PDP in Q1 2024 and has held it in 9 quarters since. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

Morling Financial Advisors held 2,933 shares of Invesco Dorsey Wright Momentum ETF worth $354K as of Q1 2026.
Morling Financial Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Momentum ETF made up 0.11% of Morling Financial Advisors's portfolio in Q1 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 9 quarters since.
207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.