Advisor Group’s Principal Sustainable Momentum Index ETF PMOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$44K Hold
1,500
﹤0.01% 3506
2019
Q3
$42K Sell
1,500
-330
-18% -$9.3K ﹤0.01% 3524
2019
Q2
$52K Hold
1,830
﹤0.01% 3337
2019
Q1
$51K Hold
1,830
﹤0.01% 3381
2018
Q4
$44K Buy
+1,830
New +$49K ﹤0.01% 3274

Other funds holding PMOM

Advisor Group's PMOM Position: Q4 2019 in Review

Advisor Group held its Principal Sustainable Momentum Index ETF (PMOM) position steady in Q4 2019 at 1,500 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #3506.

Advisor Group first reported a position in PMOM in Q4 2018 and has held it in 5 quarters since. The position peaked at $52K in Q2 2019. 4 funds tracked by Wall St. Rank hold PMOM as of Q4 2019.

  • Advisor Group held 1,500 shares of Principal Sustainable Momentum Index ETF worth $44K as of Q4 2019.
  • Advisor Group left its Principal Sustainable Momentum Index ETF share count unchanged in Q4 2019.
  • Principal Sustainable Momentum Index ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3506 holding.
  • Advisor Group first reported a position in Principal Sustainable Momentum Index ETF in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Principal Sustainable Momentum Index ETF position peaked at $52K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Principal Sustainable Momentum Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.