Oak Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Oak Asset Management’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	$220K	Buy	+1,450	New	+$202K	0.07%	113

Other funds holding PDP

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Oak Asset Management's PDP Position: Q2 2026 in Review

Oak Asset Management opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 1,450 shares worth $220K. The stake represents 0.07% of the portfolio and ranks #113 among its holdings.

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

Oak Asset Management held 1,450 shares of Invesco Dorsey Wright Momentum ETF worth $220K as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new Oak Asset Management position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.07% of Oak Asset Management's portfolio in Q2 2026, its #113 holding.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.