Argent Financial Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Argent Financial Group’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
2024 Q3	$216K	Buy	+2,095	New	+$207K	0.03%	290

Other funds holding PDP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Argent Financial Group's PDP Position: Q3 2024 in Review

Argent Financial Group opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2024: 2,095 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #290 among its holdings.

189 funds tracked by Wall St. Rank hold PDP as of Q3 2024.

Argent Financial Group held 2,095 shares of Invesco Dorsey Wright Momentum ETF worth $216K as of Q3 2024.
Invesco Dorsey Wright Momentum ETF was a new Argent Financial Group position in Q3 2024.
Invesco Dorsey Wright Momentum ETF made up 0.03% of Argent Financial Group's portfolio in Q3 2024, its #290 holding.
189 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.