Stifel Financial
PDP icon

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

Stifel Financial’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
Q1 		$29.5M Sell
244,559
-13,114
-5% -$1.63M 0.03% 494
2025
Q4 		$30M Buy
257,673
+39,436
+18% +$4.65M 0.03% 503
2025
Q3 		$25.8M Buy
218,237
+124,135
+132% +$13.9M 0.02% 537
2025
Q2 		$10.2M Buy
94,102
+14,977
+19% +$1.53M 0.01% 873
2025
Q1 		$7.91M Sell
79,125
-133
-0.2% -$14.4K 0.01% 961
2024
Q4 		$8.53M Sell
79,258
-574
-0.7% -$63K 0.01% 928
2024
Q3 		$8.24M Sell
79,832
-257
-0.3% -$25.4K 0.01% 930
2024
Q2 		$7.84M Buy
80,089
+3,729
+5% +$359K 0.01% 909
2024
Q1 		$7.54M Sell
76,360
-3,423
-4% -$312K 0.01% 917
2023
Q4 		$6.82M Buy
79,783
+4,731
+6% +$376K 0.01% 947
2023
Q3 		$5.78M Sell
75,052
-1,156
-2% -$92.2K 0.01% 961
2023
Q2 		$6.18M Buy
76,208
+1,258
+2% +$95.5K 0.01% 925
2023
Q1 		$5.69M Sell
74,950
-8,164
-10% -$607K 0.01% 945
2022
Q4 		$5.91M Sell
83,114
-1,223
-1% -$89.1K 0.01% 898
2022
Q3 		$5.7M Sell
84,337
-4,394
-5% -$320K 0.01% 880
2022
Q2 		$6.04M Sell
88,731
-5,559
-6% -$416K 0.01% 873
2022
Q1 		$7.64M Sell
94,290
-30,406
-24% -$2.47M 0.01% 835
2021
Q4 		$11.8M Sell
124,696
-4,924
-4% -$467K 0.02% 675
2021
Q3 		$11.6M Buy
129,620
+736
+0.6% +$67.7K 0.02% 667
2021
Q2 		$11.6M Sell
128,884
-9,162
-7% -$793K 0.02% 659
2021
Q1 		$11.8M Sell
138,046
-5,561
-4% -$487K 0.02% 610
2020
Q4 		$12.6M Sell
143,607
-1,503
-1% -$123K 0.02% 524
2020
Q3 		$11.1M Sell
145,110
-3,869
-3% -$285K 0.02% 509
2020
Q2 		$10M Buy
148,979
+3,119
+2% +$195K 0.02% 503
2020
Q1 		$7.86M Sell
145,860
-15,967
-10% -$1,000K 0.02% 512
2019
Q4 		$10.4M Buy
161,827
+7,366
+5% +$457K 0.02% 589
2019
Q3 		$9.39M Buy
154,461
+11,540
+8% +$711K 0.02% 582
2019
Q2 		$8.62M Buy
142,921
+3,085
+2% +$180K 0.02% 634
2019
Q1 		$7.92M Sell
139,836
-5,965
-4% -$318K 0.02% 623
2018
Q4 		$7.06M Buy
145,801
+682
+0.5% +$35.8K 0.02% 612
2018
Q3 		$8.66M Sell
145,119
-8,596
-6% -$499K 0.02% 604
2018
Q2 		$8.51M Sell
153,715
-5,410
-3% -$296K 0.03% 596
2018
Q1 		$8.38M Sell
159,125
-4,747
-3% -$254K 0.03% 599
2017
Q4 		$8.46M Sell
163,872
-9,216
-5% -$468K 0.03% 583
2017
Q3 		$8.41M Sell
173,088
-14,005
-7% -$671K 0.03% 564
2017
Q2 		$8.75M Buy
187,093
+6,360
+4% +$293K 0.03% 527
2017
Q1 		$8.19M Sell
180,733
-14,730
-8% -$649K 0.03% 530
2016
Q4 		$8.21M Buy
195,463
+60,575
+45% +$2.53M 0.03% 483
2016
Q3 		$5.71M Sell
134,888
-8,041
-6% -$343K 0.03% 594
2016
Q2 		$6.02M Sell
142,929
-9,168
-6% -$377K 0.03% 526
2016
Q1 		$6.2M Sell
152,097
-85,493
-36% -$3.32M 0.03% 461
2015
Q4 		$9.83M Buy
237,590
+10,655
+5% +$447K 0.05% 352
2015
Q3 		$9.12M Buy
226,935
+3,536
+2% +$151K 0.05% 358
2015
Q2 		$9.6M Buy
223,399
+23,994
+12% +$1.04M 0.05% 376
2015
Q1 		$8.66M Buy
199,405
+27,559
+16% +$1.17M 0.05% 443
2014
Q4 		$7.06M Buy
171,846
+38,820
+29% +$1.56M 0.04% 494
2014
Q3 		$5.23M Buy
133,026
+43,769
+49% +$1.72M 0.05% 458
2014
Q2 		$3.48M Buy
89,257
+3,383
+4% +$127K 0.03% 584
2014
Q1 		$3.2M Buy
+85,874
New +$3.18M 0.03% 599

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial's PDP Position: Q1 2026 in Review

Stifel Financial reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 5.1% in Q1 2026, selling an estimated $1.63M and leaving 244,559 shares worth $29.5M. The position accounts for 0.03% of the portfolio, ranked #494.

Stifel Financial first reported a position in PDP in Q1 2014 and has held it in 49 quarters since. The position peaked at $30M in Q4 2025. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Stifel Financial held 244,559 shares of Invesco Dorsey Wright Momentum ETF worth $29.5M as of Q1 2026.
  • Stifel Financial sold 13,114 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $1.63M.
  • Invesco Dorsey Wright Momentum ETF made up 0.03% of Stifel Financial's portfolio in Q1 2026, its #494 holding.
  • Stifel Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Invesco Dorsey Wright Momentum ETF position peaked at $30M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.