SF
PDP icon

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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Summit Financial's PDP Position: Q1 2026 in Review

Summit Financial reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 2% in Q1 2026, selling an estimated $544K and leaving 210,653 shares worth $25.4M. The position accounts for 0.32% of the portfolio, ranked #61.

Summit Financial first reported a position in PDP in Q1 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Summit Financial held 210,653 shares of Invesco Dorsey Wright Momentum ETF worth $25.4M as of Q1 2026.
  • Summit Financial sold 4,382 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $544K.
  • Invesco Dorsey Wright Momentum ETF made up 0.32% of Summit Financial's portfolio in Q1 2026, its #61 holding.
  • Summit Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.