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

PlanVest 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
Q2 		$150K Buy
988
+1
+0.1% +$139 0.1% 125
2026
Q1 		$119K Buy
+987
New +$122K 0.09% 123

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

PlanVest Financial's PDP Position: Q2 2026 in Review

PlanVest Financial increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.1% in Q2 2026, buying an estimated $139 and bringing the position to 988 shares worth $150K. The position accounts for 0.1% of the portfolio, ranked #125.

PlanVest Financial first reported a position in PDP in Q1 2026 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • PlanVest Financial held 988 shares of Invesco Dorsey Wright Momentum ETF worth $150K as of Q2 2026.
  • PlanVest Financial bought 1 Invesco Dorsey Wright Momentum ETF share in Q2 2026, an estimated $139.
  • Invesco Dorsey Wright Momentum ETF made up 0.1% of PlanVest Financial's portfolio in Q2 2026, its #125 holding.
  • PlanVest Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.