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55I LLC’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

55I LLC’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
2022
Q3 		– Sell
-3,030
Closed -$206K – 591
2022
Q2 		$206K Buy
+3,030
New +$227K 0.01% 525

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RJA
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Commonwealth Equity Services
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

55I LLC's PDP Position: Q3 2022 in Review

55I LLC sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2022, closing a stake of 3,030 shares — an estimated $206K sold.

55I LLC first reported a position in PDP in Q2 2022 and held it in 1 quarter. The position peaked at $206K in Q2 2022. 169 funds tracked by Wall St. Rank hold PDP as of Q3 2022.

  • 55I LLC reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • 55I LLC sold 3,030 Invesco Dorsey Wright Momentum ETF shares in Q3 2022, an estimated $206K.
  • 55I LLC first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2022 and held it in 1 quarter.
  • 55I LLC's Invesco Dorsey Wright Momentum ETF position peaked at $206K in Q2 2022.
  • 169 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.