Advantage Investment Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Advantage Investment 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
2019 Q3	$24K	Hold	400	–	–	0.02%	486
2019 Q2	$24K	Hold	400	–	–	0.02%	499
2019 Q1	$23K	Hold	400	–	–	0.02%	496
2018 Q4	$19K	Hold	400	–	–	0.01%	526
2018 Q3	$24K	Hold	400	–	–	0.02%	537
2018 Q2	$22K	Hold	400	–	–	0.02%	523
2018 Q1	$21K	Hold	400	–	–	0.01%	542
2017 Q4	$21K	Hold	400	–	–	0.01%	562
2017 Q3	$19K	Hold	400	–	–	0.01%	555
2017 Q2	$19K	Hold	400	–	–	0.01%	572
2017 Q1	$18K	Hold	400	–	–	0.01%	565
2016 Q4	$17K	Hold	400	–	–	0.01%	542
2016 Q3	$17K	Hold	400	–	–	0.01%	528
2016 Q2	$17K	Buy	+400	New	+$16.4K	0.01%	496

Other funds holding PDP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

RJA

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

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

PFS

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

Advantage Investment Management's PDP Position: Q3 2019 in Review

Advantage Investment Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2019 at 400 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #486.

Advantage Investment Management first reported a position in PDP in Q2 2016 and has held it in 14 quarters since. 157 funds tracked by Wall St. Rank hold PDP as of Q3 2019.

Advantage Investment Management held 400 shares of Invesco Dorsey Wright Momentum ETF worth $24K as of Q3 2019.
Advantage Investment Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2019.
Invesco Dorsey Wright Momentum ETF made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #486 holding.
Advantage Investment Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2016 and has held it in 14 quarters since.
157 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.