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

Second Half 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	$1.22M	Buy	8,044 +584	+8%	+$81.4K	0.5%	27
2026 Q1	$901K	Sell	7,460 -34	-0.5%	-$4.22K	0.41%	30
2025 Q4	$872K	Buy	7,494 +7	+0.1%	+$825	0.39%	33
2025 Q3	$884K	Buy	7,487 +52	+0.7%	+$5.84K	0.39%	33
2025 Q2	$807K	Buy	7,435 +87	+1%	+$8.88K	0.38%	33
2025 Q1	$735K	Sell	7,348 -233	-3%	-$25.2K	0.36%	36
2024 Q4	$816K	Buy	7,581 +3	+0%	+$329	0.4%	40
2024 Q3	$782K	Buy	7,578 +3	+0%	+$296	0.41%	44
2024 Q2	$741K	Buy	7,575 +167	+2%	+$16.1K	0.59%	20
2024 Q1	$732K	Buy	7,408 +3,333	+82%	+$304K	0.33%	38
2023 Q4	$348K	Hold	4,075	–	–	0.17%	39
2023 Q3	$314K	Sell	4,075 -325	-7%	-$25.9K	0.16%	34
2023 Q2	$356K	Hold	4,400	–	–	0.08%	118
2023 Q1	$334K	Hold	4,400	–	–	0.2%	28
2022 Q4	$332K	Sell	4,400 -153	-3%	-$11.2K	0.22%	32
2022 Q3	$308K	Sell	4,553 -768	-14%	-$56K	0.38%	28
2022 Q2	$453K	Hold	5,321	–	–	0.35%	46
2022 Q1	$453K	Buy	+5,321	New	+$432K	0.35%	46

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Second Half Financial Partners's PDP Position: Q2 2026 in Review

Second Half Financial Partners increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 7.8% in Q2 2026, buying an estimated $81.4K and bringing the position to 8,044 shares worth $1.22M. The position accounts for 0.5% of the portfolio, ranked #27.

Second Half Financial Partners first reported a position in PDP in Q1 2022 and has held it in 18 quarters since. 28 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Second Half Financial Partners held 8,044 shares of Invesco Dorsey Wright Momentum ETF worth $1.22M as of Q2 2026.
Second Half Financial Partners bought 584 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $81.4K.
Invesco Dorsey Wright Momentum ETF made up 0.5% of Second Half Financial Partners's portfolio in Q2 2026, its #27 holding.
Second Half Financial Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2022 and has held it in 18 quarters since.
28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.