Allred Capital Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Allred Capital 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
2021 Q2	–	Sell	-1,904	Closed	-$162K	–	598
2021 Q1	$162K	Buy	+1,904	New	+$167K	0.07%	200
2020 Q1	–	Sell	-1,663	Closed	-$107K	–	546
2019 Q4	$107K	Buy	+1,663	New	+$103K	0.06%	210

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Allred Capital Management's PDP Position: Q2 2021 in Review

Allred Capital Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2021, closing a stake of 1,904 shares — an estimated $162K sold.

Allred Capital Management first reported a position in PDP in Q4 2019 and held it in 2 quarters. The position peaked at $162K in Q1 2021. 186 funds tracked by Wall St. Rank hold PDP as of Q2 2021.

Allred Capital Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 1,904 Invesco Dorsey Wright Momentum ETF shares in Q2 2021, an estimated $162K.
Allred Capital Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 2 quarters.
Allred Capital Management's Invesco Dorsey Wright Momentum ETF position peaked at $162K in Q1 2021.
186 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.