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

WestHill Financial Advisors’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	$256K	Hold	1,690	–	–	0.04%	73
2026 Q1	$204K	Buy	+1,690	New	+$210K	0.04%	72
2023 Q4	–	Sell	-1,853	Closed	-$143K	–	96
2023 Q3	$143K	Hold	1,853	–	–	0.04%	70
2023 Q2	$150K	Hold	1,853	–	–	0.04%	68
2023 Q1	$141K	Hold	1,853	–	–	0.04%	69
2022 Q4	$132K	Hold	1,853	–	–	0.04%	71
2022 Q3	$125K	Hold	1,853	–	–	0.04%	64
2022 Q2	$126K	Hold	1,853	–	–	0.04%	69
2022 Q1	$150K	Buy	+1,853	New	+$150K	0.04%	74

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

WestHill Financial Advisors's PDP Position: Q2 2026 in Review

WestHill Financial Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 1,690 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #73.

WestHill Financial Advisors first reported a position in PDP in Q1 2022 and has held it in 9 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

WestHill Financial Advisors held 1,690 shares of Invesco Dorsey Wright Momentum ETF worth $256K as of Q2 2026.
WestHill Financial Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.04% of WestHill Financial Advisors's portfolio in Q2 2026, its #73 holding.
WestHill Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2022 and has held it in 9 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.