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

Prospera Financial Services’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 		$19M Sell
125,241
-14,576
-10% -$2.03M 0.28% 77
2026
Q1 		$16.9M Sell
139,817
-25,344
-15% -$3.14M 0.27% 75
2025
Q4 		$19.2M Sell
165,161
-8,450
-5% -$995K 0.32% 67
2025
Q3 		$20.5M Sell
173,611
-5,082
-3% -$571K 0.35% 58
2025
Q2 		$19.4M Buy
178,693
+1,953
+1% +$199K 0.36% 55
2025
Q1 		$17.7M Sell
176,740
-1,015
-0.6% -$110K 0.41% 54
2024
Q4 		$19.1M Sell
177,755
-23,515
-12% -$2.58M 0.45% 49
2024
Q3 		$20.8M Sell
201,270
-16,665
-8% -$1.64M 0.53% 40
2024
Q2 		$21.3M Sell
217,935
-16,965
-7% -$1.63M 0.59% 27
2024
Q1 		$23.2M Sell
234,900
-14,223
-6% -$1.3M 0.69% 23
2023
Q4 		$21.3M Sell
249,123
-87,957
-26% -$6.99M 0.71% 21
2023
Q3 		$26M Sell
337,080
-14,708
-4% -$1.17M 1% 10
2023
Q2 		$28.5M Buy
351,788
+136,102
+63% +$10.3M 1.09% 9
2023
Q1 		$16.4M Sell
215,686
-19,030
-8% -$1.42M 0.67% 23
2022
Q4 		$16.7M Sell
234,716
-166,674
-42% -$12.1M 0.84% 17
2022
Q3 		$27.1M Buy
401,390
+96,852
+32% +$7.06M 1.42% 6
2022
Q2 		$20.7M Sell
304,538
-152,157
-33% -$11.4M 1.06% 8
2022
Q1 		$37M Sell
456,695
-12,026
-3% -$976K 1.55% 7
2021
Q4 		$44.3M Sell
468,721
-6,447
-1% -$611K 1.92% 5
2021
Q3 		$42.5M Buy
475,168
+5,370
+1% +$494K 2.12% 4
2021
Q2 		$42.1M Buy
469,798
+7,490
+2% +$648K 2.11% 4
2021
Q1 		$39.4M Buy
462,308
+6,237
+1% +$546K 2.34% 3
2020
Q4 		$40M Buy
456,071
+453,131
+15,413% +$37.1M 2.76% 3
2020
Q3 		$225K Sell
2,940
-267,926
-99% -$19.7M 0.09% 206
2020
Q2 		$18.2M Sell
270,866
-16,993
-6% -$1.06M 1.62% 11
2020
Q1 		$15.5M Sell
287,859
-407,359
-59% -$25.5M 1.65% 11
2019
Q4 		$44.7M Sell
695,218
-27,594
-4% -$1.71M 3.45% 3
2019
Q3 		$44M Sell
722,812
-5,470
-0.8% -$337K 4.52% 3
2019
Q2 		$44.9M Buy
+728,282
New +$42.5M 5.04% 3
2019
Q1 		– Sell
-412,082
Closed -$19.9M – 410
2018
Q4 		$19.9M Sell
412,082
-19,854
-5% -$1.04M 4.01% 3
2018
Q3 		$24.9M Sell
431,936
-276,628
-39% -$16.1M 4.64% 2
2018
Q2 		$39.4M Buy
708,564
+10,386
+1% +$569K 5.34% 2
2018
Q1 		$36.6M Buy
698,178
+30,944
+5% +$1.66M 5.11% 2
2017
Q4 		$35M Sell
667,234
-22,584
-3% -$1.15M 5.35% 2
2017
Q3 		$34M Buy
689,818
+8,104
+1% +$388K 5.17% 2
2017
Q2 		$31.8M Buy
681,714
+20,394
+3% +$941K 5.09% 2
2017
Q1 		$29.6M Buy
661,320
+2,335
+0.4% +$103K 5.34% 2
2016
Q4 		$27.9M Sell
658,985
-46,191
-7% -$1.93M 5.47% 3
2016
Q3 		$29.9M Buy
705,176
+461,700
+190% +$19.7M 6.01% 3
2016
Q2 		$10.3M Buy
243,476
+21,260
+10% +$874K 2.12% 10
2016
Q1 		$9.06M Sell
222,216
-500,476
-69% -$19.4M 2.02% 10
2015
Q4 		$29.9M Buy
722,692
+69,286
+11% +$2.91M 6.56% 3
2015
Q3 		$26.2M Buy
653,406
+57,916
+10% +$2.47M 6.64% 3
2015
Q2 		$25.6M Buy
595,490
+196,080
+49% +$8.51M 6.1% 3
2015
Q1 		$17.3M Buy
399,410
+82,694
+26% +$3.5M 3.86% 7
2014
Q4 		$13M Buy
316,716
+98,862
+45% +$3.96M 3.24% 8
2014
Q3 		$8.16M Buy
217,854
+25,487
+13% +$1M 2.2% 11
2014
Q2 		$7.5M Buy
192,367
+24,662
+15% +$927K 2.03% 12
2014
Q1 		$5.95M Buy
167,705
+34,189
+26% +$1.27M 1.88% 10
2013
Q4 		$4.89M Buy
133,516
+30,145
+29% +$1.05M 1.65% 13
2013
Q3 		$3.54M Buy
103,371
+37,696
+57% +$1.24M 1.34% 17
2013
Q2 		$2.07M Buy
+65,675
New +$2.07M 0.96% 25

Other funds holding PDP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Prospera Financial Services's PDP Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 10% in Q2 2026, selling an estimated $2.03M and leaving 125,241 shares worth $19M. The position accounts for 0.28% of the portfolio, ranked #77.

Prospera Financial Services first reported a position in PDP in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.9M in Q2 2019. 25 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Prospera Financial Services held 125,241 shares of Invesco Dorsey Wright Momentum ETF worth $19M as of Q2 2026.
  • Prospera Financial Services sold 14,576 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $2.03M.
  • Invesco Dorsey Wright Momentum ETF made up 0.28% of Prospera Financial Services's portfolio in Q2 2026, its #77 holding.
  • Prospera Financial Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's Invesco Dorsey Wright Momentum ETF position peaked at $44.9M in Q2 2019.
  • 25 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.