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Pacific Sun Financial’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Pacific Sun Financial’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 		$309K Sell
2,562
-80
-3% -$9.93K 0.15% 161
2025
Q4 		$308K Sell
2,642
-250
-9% -$29.5K 0.15% 162
2025
Q3 		$341K Sell
2,892
-80
-3% -$8.99K 0.17% 149
2025
Q2 		$323K Hold
2,972
– – 0.17% 151
2025
Q1 		$297K Sell
2,972
-100
-3% -$10.8K 0.17% 149
2024
Q4 		$331K Hold
3,072
– – 0.18% 139
2024
Q3 		$317K Hold
3,072
– – 0.17% 143
2024
Q2 		$301K Sell
3,072
-200
-6% -$19.2K 0.18% 141
2024
Q1 		$323K Hold
3,272
– – 0.19% 139
2023
Q4 		$280K Sell
3,272
-600
-15% -$47.7K 0.18% 139
2023
Q3 		$298K Sell
3,872
-70
-2% -$5.58K 0.21% 130
2023
Q2 		$299K Buy
+3,942
New +$299K 0.2% 131
2022
Q4 		$282K Sell
3,962
-240
-6% -$17.5K 0.2% 135
2022
Q3 		$284K Hold
4,202
– – 0.2% 136
2022
Q2 		$286K Hold
4,202
– – 0.19% 138
2022
Q1 		$340K Sell
4,202
-40
-0.9% -$3.25K 0.19% 133
2021
Q4 		$401K Sell
4,242
-220
-5% -$20.9K 0.21% 122
2021
Q3 		$399K Buy
+4,462
New +$410K 0.23% 117
2020
Q3 		$389K Hold
5,082
– – 0.32% 93
2020
Q2 		$342K Hold
5,082
– – 0.31% 100
2020
Q1 		$274K Buy
5,082
+370
+8% +$23.2K 0.31% 103
2019
Q4 		$303K Buy
4,712
+20
+0.4% +$1.24K 0.27% 111
2019
Q3 		$286K Buy
4,692
+50
+1% +$3.08K 0.27% 108
2019
Q2 		$280K Buy
+4,642
New +$271K 0.27% 109
2018
Q2 		$298K Sell
5,187
-50
-1% -$2.74K 0.31% 95
2018
Q1 		$276K Buy
+5,237
New +$280K 0.36% 88

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Pacific Sun Financial's PDP Position: Q1 2026 in Review

Pacific Sun Financial reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 3% in Q1 2026, selling an estimated $9.93K and leaving 2,562 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #161.

Pacific Sun Financial first reported a position in PDP in Q1 2018 and has held it in 26 quarters since. The position peaked at $401K in Q4 2021. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Pacific Sun Financial held 2,562 shares of Invesco Dorsey Wright Momentum ETF worth $309K as of Q1 2026.
  • Pacific Sun Financial sold 80 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $9.93K.
  • Invesco Dorsey Wright Momentum ETF made up 0.15% of Pacific Sun Financial's portfolio in Q1 2026, its #161 holding.
  • Pacific Sun Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's Invesco Dorsey Wright Momentum ETF position peaked at $401K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.