Alpha Omega Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Alpha Omega Wealth 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	–	Sell	-1,009	Closed	-$61K	–	454
2019 Q2	$61K	Hold	1,009	–	–	0.03%	226
2019 Q1	$57K	Hold	1,009	–	–	0.03%	229
2018 Q4	$49K	Hold	1,009	–	–	0.02%	224
2018 Q3	$60K	Hold	1,009	–	–	0.03%	214
2018 Q2	$56K	Hold	1,009	–	–	0.03%	217
2018 Q1	$53K	Hold	1,009	–	–	0.03%	210
2017 Q4	$52K	Hold	1,009	–	–	0.03%	217
2017 Q3	$49K	Hold	1,009	–	–	0.02%	224
2017 Q2	$47K	Hold	1,009	–	–	0.02%	228
2017 Q1	$46K	Buy	+1,009	New	+$44.5K	0.02%	232

Other funds holding PDP

Citigroup New York $235B AUM 32.99% 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 $71.6B AUM 21.08% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

Alpha Omega Wealth Management's PDP Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2019, closing a stake of 1,009 shares — an estimated $61K sold.

Alpha Omega Wealth Management first reported a position in PDP in Q1 2017 and held it in 10 quarters. The position peaked at $61K in Q2 2019. 157 funds tracked by Wall St. Rank hold PDP as of Q3 2019.

Alpha Omega Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 1,009 Invesco Dorsey Wright Momentum ETF shares in Q3 2019, an estimated $61K.
Alpha Omega Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2017 and held it in 10 quarters.
Alpha Omega Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $61K in Q2 2019.
157 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.