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Sequoia Financial Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Sequoia Financial Advisors’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 		$267K Buy
+1,760
New +$245K ﹤0.01% 1761

Other funds holding PDP

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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

Sequoia Financial Advisors's PDP Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 1,760 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1761 among its holdings.

41 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Sequoia Financial Advisors held 1,760 shares of Invesco Dorsey Wright Momentum ETF worth $267K as of Q2 2026.
  • Invesco Dorsey Wright Momentum ETF was a new Sequoia Financial Advisors position in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1761 holding.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.