Post Resch Tallon Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Post Resch Tallon Group’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	$310K	Sell	2,040 -75	-4%	-$10.4K	0.21%	85
2026 Q1	$259K	Hold	2,115	–	–	0.21%	92
2025 Q4	$246K	Hold	2,115	–	–	0.21%	82
2025 Q3	$250K	Sell	2,115 -135	-6%	-$15.2K	0.22%	83
2025 Q2	$244K	Sell	2,250 -480	-18%	-$49K	0.24%	75
2025 Q1	$272K	Buy	2,730 +730	+37%	+$78.9K	0.28%	65
2024 Q4	$216K	Buy	+2,000	New	+$220K	0.21%	87

Other funds holding PDP

PFS

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

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

FFA

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

JCFM

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

BRWA

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

KFG

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

SHFP

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

FFN

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Post Resch Tallon Group's PDP Position: Q2 2026 in Review

Post Resch Tallon Group reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 3.5% in Q2 2026, selling an estimated $10.4K and leaving 2,040 shares worth $310K. The position accounts for 0.21% of the portfolio, ranked #85.

Post Resch Tallon Group first reported a position in PDP in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Post Resch Tallon Group held 2,040 shares of Invesco Dorsey Wright Momentum ETF worth $310K as of Q2 2026.
Post Resch Tallon Group sold 75 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $10.4K.
Invesco Dorsey Wright Momentum ETF made up 0.21% of Post Resch Tallon Group's portfolio in Q2 2026, its #85 holding.
Post Resch Tallon Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 7 quarters since.
28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.