RFP
PDP icon

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

Root Financial Partners’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 		– Sell
-332
Closed -$40.1K – 2376
2026
Q1 		$40.1K Hold
332
– – ﹤0.01% 979
2025
Q4 		$38.6K Hold
332
– – ﹤0.01% 825
2025
Q3 		$39.2K Buy
+332
New +$37.3K ﹤0.01% 766

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

Root Financial Partners's PDP Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026, closing a stake of 332 shares — an estimated $40.1K sold.

Root Financial Partners first reported a position in PDP in Q3 2025 and held it in 3 quarters. The position peaked at $40.1K in Q1 2026. 222 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 332 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $40.1K.
  • Root Financial Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invesco Dorsey Wright Momentum ETF position peaked at $40.1K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.