Accel Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-1,315	Closed	-$99.9K	–	658
2023 Q1	$99.9K	Hold	1,315	–	–	0.04%	336
2022 Q4	$93.4K	Sell	1,315 -280	-18%	-$20.4K	0.04%	248
2022 Q3	$115K	Sell	1,595 -258	-14%	-$18.8K	0.06%	228
2022 Q2	$128K	Sell	1,853 -200	-10%	-$15K	0.07%	203
2022 Q1	$167K	Sell	2,053 -449	-18%	-$36.4K	0.09%	180
2021 Q4	$236K	Sell	2,502 -105	-4%	-$9.96K	0.12%	140
2021 Q3	$233K	Hold	2,607	–	–	0.15%	117
2021 Q2	$234K	Buy	2,607 +1	+0%	+$87	0.16%	126
2021 Q1	$222K	Sell	2,606 -251	-9%	-$22K	0.18%	118
2020 Q4	$251K	Buy	+2,857	New	+$234K	0.23%	89

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accel Wealth Management's PDP Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2023, closing a stake of 1,315 shares — an estimated $99.9K sold.

Accel Wealth Management first reported a position in PDP in Q4 2020 and held it in 10 quarters. The position peaked at $251K in Q4 2020. 172 funds tracked by Wall St. Rank hold PDP as of Q2 2023.

Accel Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,315 Invesco Dorsey Wright Momentum ETF shares in Q2 2023, an estimated $99.9K.
Accel Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $251K in Q4 2020.
172 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.