APW
PDP icon

Acima Private Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Acima Private Wealth’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
Q1 		– Sell
-500
Closed -$47K – 242
2021
Q4 		$47K Hold
500
– – 0.02% 173
2021
Q3 		$45K Hold
500
– – 0.02% 166
2021
Q2 		$45K Hold
500
– – 0.02% 163
2021
Q1 		$43K Hold
500
– – 0.02% 164
2020
Q4 		$44K Buy
+500
New +$41K 0.02% 163

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acima Private Wealth's PDP Position: Q1 2022 in Review

Acima Private Wealth sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 500 shares — an estimated $47K sold.

Acima Private Wealth first reported a position in PDP in Q4 2020 and held it in 5 quarters. The position peaked at $47K in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

  • Acima Private Wealth reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Acima Private Wealth sold 500 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $47K.
  • Acima Private Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and held it in 5 quarters.
  • Acima Private Wealth's Invesco Dorsey Wright Momentum ETF position peaked at $47K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Acima Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.