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

Raymond James 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	$101M	Buy	664,010 +127,248	+24%	+$17.7M	0.03%	567
2026 Q1	$64.8M	Buy	536,762 +29,075	+6%	+$3.61M	0.02%	721
2025 Q4	$59.1M	Buy	507,687 +16,581	+3%	+$1.95M	0.02%	745
2025 Q3	$58M	Sell	491,106 -15,010	-3%	-$1.69M	0.02%	717
2025 Q2	$55M	Sell	506,116 -176,082	-26%	-$18M	0.02%	712
2025 Q1	$68.2M	Sell	682,198 -65,706	-9%	-$7.1M	0.03%	573
2024 Q4	$80.5M	Buy	+747,904	New	+$82.1M	0.03%	504

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's PDP Position: Q2 2026 in Review

Raymond James Financial increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 24% in Q2 2026, buying an estimated $17.7M and bringing the position to 664,010 shares worth $101M. The position accounts for 0.03% of the portfolio, ranked #567.

Raymond James Financial first reported a position in PDP in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Raymond James Financial held 664,010 shares of Invesco Dorsey Wright Momentum ETF worth $101M as of Q2 2026.
Raymond James Financial bought 127,248 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $17.7M.
Invesco Dorsey Wright Momentum ETF made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #567 holding.
Raymond James Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 7 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.