Almanack Investment Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Almanack Investment Partners’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 Q1	–	Sell	-10,084	Closed	-$885K	–	460
2020 Q4	$885K	Buy	10,084 +1,729	+21%	+$142K	0.1%	125
2020 Q3	$664K	Buy	+8,355	New	+$615K	0.08%	162
2019 Q4	–	Sell	-113,442	Closed	-$6.91M	–	218
2019 Q3	$6.91M	Sell	113,442 -5,242	-4%	-$323K	1.34%	23
2019 Q2	$7.16M	Buy	+118,684	New	+$6.93M	1.66%	16
2019 Q1	–	Sell	-6,580	Closed	-$319K	–	185
2018 Q4	$319K	Sell	6,580 -2,068	-24%	-$109K	0.09%	106
2018 Q3	$472K	Buy	+8,648	New	+$502K	0.12%	90

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Almanack Investment Partners's PDP Position: Q1 2021 in Review

Almanack Investment Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2021, closing a stake of 10,084 shares — an estimated $885K sold.

Almanack Investment Partners first reported a position in PDP in Q3 2018 and held it in 6 quarters. The position peaked at $7.16M in Q2 2019. 190 funds tracked by Wall St. Rank hold PDP as of Q1 2021.

Almanack Investment Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2021 after selling out during the quarter.
Almanack Investment Partners sold 10,084 Invesco Dorsey Wright Momentum ETF shares in Q1 2021, an estimated $885K.
Almanack Investment Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2018 and held it in 6 quarters.
Almanack Investment Partners's Invesco Dorsey Wright Momentum ETF position peaked at $7.16M in Q2 2019.
190 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2021.

Based on Almanack Investment Partners's 13F filing for Q1 2021, filed 11 May 2021.