StoneX Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

StoneX Group’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	$363K	Buy	+2,474	New	+$345K	0.01%	717
2022 Q1	–	Sell	-3,600	Closed	-$340K	–	665
2021 Q4	$340K	Hold	3,600	–	–	0.04%	373
2021 Q3	$322K	Sell	3,600 -7	-0.2%	-$644	0.05%	344
2021 Q2	$323K	Buy	3,607 +544	+18%	+$47.1K	0.05%	338
2021 Q1	$261K	Hold	3,063	–	–	0.05%	336
2020 Q4	$269K	Buy	3,063 +64	+2%	+$5.25K	0.06%	285
2020 Q3	$229K	Hold	2,999	–	–	0.07%	275
2020 Q2	$202K	Buy	+2,999	New	+$187K	0.08%	276
2020 Q1	–	Sell	-3,538	Closed	-$228K	–	300
2019 Q4	$228K	Sell	3,538 -742	-17%	-$46.1K	0.09%	263
2019 Q3	$261K	Buy	4,280 +1	+0%	+$62	0.16%	192
2019 Q2	$258K	Sell	4,279 -458	-10%	-$26.7K	0.17%	192
2019 Q1	$268K	Buy	+4,737	New	+$252K	0.2%	179
2018 Q4	–	Sell	-3,903	Closed	-$233K	–	229
2018 Q3	$233K	Buy	3,903 +199	+5%	+$11.5K	0.17%	201
2018 Q2	$205K	Sell	3,704 -201	-5%	-$11K	0.18%	215
2018 Q1	$206K	Buy	+3,905	New	+$209K	0.2%	203

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

StoneX Group's PDP Position: Q2 2026 in Review

StoneX Group opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 2,474 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: StoneX Group previously reported a position in PDP as recently as Q4 2021.

StoneX Group first reported a position in PDP in Q1 2018 and has held it in 15 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

StoneX Group held 2,474 shares of Invesco Dorsey Wright Momentum ETF worth $363K as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new StoneX Group position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #717 holding.
StoneX Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2018 and has held it in 15 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.