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Sowell Financial Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Sowell Financial Services’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 		$1.8M Sell
11,861
-3
-0% -$418 0.06% 333
2026
Q1 		$1.43M Sell
11,864
-30
-0.3% -$3.72K 0.05% 373
2025
Q4 		$1.38M Hold
11,894
– – 0.05% 358
2025
Q3 		$1.4M Buy
11,894
+1
+0% +$112 0.05% 350
2025
Q2 		$1.29M Buy
11,893
+350
+3% +$35.7K 0.05% 352
2025
Q1 		$1.15M Hold
11,543
– – 0.05% 356
2024
Q4 		$1.24M Buy
11,543
+110
+1% +$12.1K 0.07% 282
2024
Q3 		$1.18M Hold
11,433
– – 0.05% 318
2024
Q2 		$1.12M Sell
11,433
-265
-2% -$25.5K 0.05% 319
2024
Q1 		$1.16M Hold
11,698
– – 0.05% 320
2023
Q4 		$1M Sell
11,698
-1,068
-8% -$84.8K 0.05% 323
2023
Q3 		$983K Hold
12,766
– – 0.06% 310
2023
Q2 		$1.03M Buy
12,766
+373
+3% +$28.3K 0.06% 350
2023
Q1 		$941K Sell
12,393
-811
-6% -$60.3K 0.07% 305
2022
Q4 		$938K Buy
13,204
+265
+2% +$19.3K 0.06% 326
2022
Q3 		$874K Buy
+12,939
New +$943K 0.09% 251
2022
Q1 		– Sell
-13,232
Closed -$1.25M – 406
2021
Q4 		$1.25M Hold
13,232
– – 0.07% 292
2021
Q3 		$1.18M Buy
13,232
+1,949
+17% +$179K 0.08% 266
2021
Q2 		$1.01M Sell
11,283
-265
-2% -$22.9K 0.07% 302
2021
Q1 		$985K Sell
11,548
-1,013
-8% -$88.8K 0.03% 417
2020
Q4 		$1.1M Hold
12,561
– – 0.05% 309
2020
Q3 		$960K Sell
12,561
-1,391
-10% -$102K 0.05% 305
2020
Q2 		$940K Hold
13,952
– – 0.05% 288
2020
Q1 		$753K Buy
13,952
+360
+3% +$22.5K 0.06% 299
2019
Q4 		$875K Buy
13,592
+2,160
+19% +$134K 0.07% 295
2019
Q3 		$696K Buy
+11,432
New +$705K 0.06% 323
2019
Q1 		$532K Sell
9,391
-5,975
-39% -$318K 0.06% 312
2018
Q4 		$745K Buy
+15,366
New +$807K 0.11% 207

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

Sowell Financial Services's PDP Position: Q2 2026 in Review

Sowell Financial Services reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.03% in Q2 2026, selling an estimated $418 and leaving 11,861 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #333.

Sowell Financial Services first reported a position in PDP in Q4 2018 and has held it in 28 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Sowell Financial Services held 11,861 shares of Invesco Dorsey Wright Momentum ETF worth $1.8M as of Q2 2026.
  • Sowell Financial Services sold 3 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $418.
  • Invesco Dorsey Wright Momentum ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #333 holding.
  • Sowell Financial Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and has held it in 28 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.