AMJ Financial Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

AMJ Financial 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
2022 Q1	–	Sell	-3,696	Closed	-$349K	–	101
2021 Q4	$349K	Sell	3,696 -260	-7%	-$24.7K	0.13%	68
2021 Q3	$354K	Sell	3,956 -78	-2%	-$7.17K	0.15%	76
2021 Q2	$362K	Sell	4,034 -2,968	-42%	-$257K	0.16%	76
2021 Q1	$596K	Sell	7,002 -25,852	-79%	-$2.27M	0.29%	57
2020 Q4	$2.88M	Sell	32,854 -3,227	-9%	-$264K	1.47%	33
2020 Q3	$2.76M	Buy	36,081 +5,794	+19%	+$427K	1.63%	32
2020 Q2	$2.04M	Buy	+30,287	New	+$1.89M	1.39%	32

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

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

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

RJFSA

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

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

AMJ Financial Wealth Management's PDP Position: Q1 2022 in Review

AMJ Financial Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 3,696 shares — an estimated $349K sold.

AMJ Financial Wealth Management first reported a position in PDP in Q2 2020 and held it in 7 quarters. The position peaked at $2.88M in Q4 2020. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

AMJ Financial Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 3,696 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $349K.
AMJ Financial Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2020 and held it in 7 quarters.
AMJ Financial Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $2.88M in Q4 2020.
183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.