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

Summit 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 Q2	$31.4M	Sell	206,793 -3,860	-2%	-$538K	0.34%	53
2026 Q1	$25.4M	Sell	210,653 -4,382	-2%	-$544K	0.32%	61
2025 Q4	$25M	Buy	215,035 +3,108	+1%	+$366K	0.37%	49
2025 Q3	$25M	Buy	211,927 +3,436	+2%	+$386K	0.38%	45
2025 Q2	$22.6M	Buy	208,491 +3,550	+2%	+$363K	0.51%	38
2025 Q1	$20.5M	Buy	+204,941	New	+$22.1M	0.57%	34

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's PDP Position: Q2 2026 in Review

Summit Financial reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 1.8% in Q2 2026, selling an estimated $538K and leaving 206,793 shares worth $31.4M. The position accounts for 0.34% of the portfolio, ranked #53.

Summit Financial first reported a position in PDP in Q1 2025 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Summit Financial held 206,793 shares of Invesco Dorsey Wright Momentum ETF worth $31.4M as of Q2 2026.
Summit Financial sold 3,860 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $538K.
Invesco Dorsey Wright Momentum ETF made up 0.34% of Summit Financial's portfolio in Q2 2026, its #53 holding.
Summit Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and has held it in 6 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.