Raymond James Financial
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial's PDP Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 5.7% in Q1 2026, buying an estimated $3.61M and bringing the position to 536,762 shares worth $64.8M. The position accounts for 0.02% of the portfolio, ranked #721.

Raymond James Financial first reported a position in PDP in Q4 2024 and has held it in 6 quarters since. The position peaked at $80.5M in Q4 2024. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Raymond James Financial held 536,762 shares of Invesco Dorsey Wright Momentum ETF worth $64.8M as of Q1 2026.
  • Raymond James Financial bought 29,075 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $3.61M.
  • Invesco Dorsey Wright Momentum ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #721 holding.
  • Raymond James Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Invesco Dorsey Wright Momentum ETF position peaked at $80.5M in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.