American Portfolios Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

American Portfolios Advisors’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
2022 Q3	$24.4K	Sell	361 -61	-14%	-$4.45K	﹤0.01%	2084
2022 Q2	$28.7K	Hold	422	–	–	﹤0.01%	2048
2022 Q1	$34.2K	Hold	422	–	–	﹤0.01%	2079
2021 Q4	$39.9K	Buy	422 +180	+74%	+$17.1K	﹤0.01%	1973
2021 Q3	$21.6K	Sell	242 -60	-20%	-$5.52K	﹤0.01%	2253
2021 Q2	$27.1K	Hold	302	–	–	﹤0.01%	2058
2021 Q1	$25.7K	Hold	302	–	–	﹤0.01%	1927
2020 Q4	$26.5K	Hold	302	–	–	﹤0.01%	1692
2020 Q3	$23.1K	Hold	302	–	–	﹤0.01%	1641
2020 Q2	$20.3K	Buy	+302	New	+$18.9K	﹤0.01%	1633
2020 Q1	–	Sell	-195	Closed	-$12.6K	–	2880
2019 Q4	$12.6K	Hold	195	–	–	﹤0.01%	1906
2019 Q3	$11.9K	Sell	195 -500	-72%	-$30.8K	﹤0.01%	1872
2019 Q2	$41.9K	Hold	695	–	–	﹤0.01%	1349
2019 Q1	$39.4K	Hold	695	–	–	﹤0.01%	1290
2018 Q4	$33.7K	Buy	695 +30	+5%	+$1.57K	﹤0.01%	1177
2018 Q3	$39.6K	Hold	665	–	–	﹤0.01%	1214
2018 Q2	$36.8K	Hold	665	–	–	0.01%	1195
2018 Q1	$35K	Sell	665 -255	-28%	-$13.6K	0.01%	1178
2017 Q4	$47.5K	Buy	+920	New	+$46.7K	0.01%	1019

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

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

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

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

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

American Portfolios Advisors's PDP Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 14% in Q3 2022, selling an estimated $4.45K and leaving 361 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

American Portfolios Advisors first reported a position in PDP in Q4 2017 and has held it in 19 quarters since. The position peaked at $47.5K in Q4 2017. 169 funds tracked by Wall St. Rank hold PDP as of Q3 2022.

American Portfolios Advisors held 361 shares of Invesco Dorsey Wright Momentum ETF worth $24.4K as of Q3 2022.
American Portfolios Advisors sold 61 Invesco Dorsey Wright Momentum ETF shares in Q3 2022, an estimated $4.45K.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2084 holding.
American Portfolios Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and has held it in 19 quarters since.
American Portfolios Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $47.5K in Q4 2017.
169 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.