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PFG Investments’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

PFG Investments’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 		$2.3M Buy
15,138
+1,034
+7% +$144K 0.09% 193
2026
Q1 		$1.7M Sell
14,104
-7,726
-35% -$958K 0.08% 224
2025
Q4 		$2.54M Buy
21,830
+523
+2% +$61.6K 0.12% 154
2025
Q3 		$2.52M Sell
21,307
-749
-3% -$84.2K 0.13% 141
2025
Q2 		$2.4M Sell
22,056
-456
-2% -$46.6K 0.14% 139
2025
Q1 		$2.25M Sell
22,512
-153
-0.7% -$16.5K 0.14% 136
2024
Q4 		$2.44M Sell
22,665
-1,610
-7% -$177K 0.15% 123
2024
Q3 		$2.51M Buy
24,275
+205
+0.9% +$20.2K 0.16% 121
2024
Q2 		$2.36M Sell
24,070
-93
-0.4% -$8.95K 0.17% 112
2024
Q1 		$2.39M Buy
24,163
+9,585
+66% +$875K 0.14% 157
2023
Q4 		$1.25M Sell
14,578
-11,200
-43% -$890K 0.23% 108
2023
Q3 		$1.98M Buy
25,778
+6,244
+32% +$498K 0.37% 52
2023
Q2 		$1.58M Buy
19,534
+12,128
+164% +$921K 0.28% 79
2023
Q1 		$563K Buy
+7,406
New +$551K 0.11% 202

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PFG Investments's PDP Position: Q2 2026 in Review

PFG Investments increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 7.3% in Q2 2026, buying an estimated $144K and bringing the position to 15,138 shares worth $2.3M. The position accounts for 0.09% of the portfolio, ranked #193.

PFG Investments first reported a position in PDP in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.54M in Q4 2025. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • PFG Investments held 15,138 shares of Invesco Dorsey Wright Momentum ETF worth $2.3M as of Q2 2026.
  • PFG Investments bought 1,034 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $144K.
  • Invesco Dorsey Wright Momentum ETF made up 0.09% of PFG Investments's portfolio in Q2 2026, its #193 holding.
  • PFG Investments first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Invesco Dorsey Wright Momentum ETF position peaked at $2.54M in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.