Morling Financial Advisors
PDP icon

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
Q3 		$404K Hold
2,933
– – 0.11% 52
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Morling Financial Advisors's PDP Position: Q3 2026 in Review

Morling Financial Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 2,933 shares worth $404K. 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 11 quarters since. The position peaked at $445K in Q2 2026. 114 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

  • Morling Financial Advisors held 2,933 shares of Invesco Dorsey Wright Momentum ETF worth $404K as of Q3 2026.
  • Morling Financial Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.11% of Morling Financial Advisors's portfolio in Q3 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 11 quarters since.
  • Morling Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $445K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.