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SHP Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

SHP Wealth Management’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 		$10.2K Hold
67
– – ﹤0.01% 977
2026
Q1 		$8.09K Buy
+67
New +$8.31K ﹤0.01% 957

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

SHP Wealth Management's PDP Position: Q2 2026 in Review

SHP Wealth Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 67 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

SHP Wealth Management first reported a position in PDP in Q1 2026 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • SHP Wealth Management held 67 shares of Invesco Dorsey Wright Momentum ETF worth $10.2K as of Q2 2026.
  • SHP Wealth Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #977 holding.
  • SHP Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.