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Aspen Investment Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Aspen Investment 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
2016
Q1 		– Sell
-6,307
Closed -$261K – 122
2015
Q4 		$261K Buy
6,307
+866
+16% +$36.3K 0.26% 101
2015
Q3 		$219K Buy
+5,441
New +$232K 0.21% 109

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspen Investment Management's PDP Position: Q1 2016 in Review

Aspen Investment Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2016, closing a stake of 6,307 shares — an estimated $261K sold.

Aspen Investment Management first reported a position in PDP in Q3 2015 and held it in 2 quarters. The position peaked at $261K in Q4 2015. 125 funds tracked by Wall St. Rank hold PDP as of Q1 2016.

  • Aspen Investment Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2016 after selling out during the quarter.
  • Aspen Investment Management sold 6,307 Invesco Dorsey Wright Momentum ETF shares in Q1 2016, an estimated $261K.
  • Aspen Investment Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2015 and held it in 2 quarters.
  • Aspen Investment Management's Invesco Dorsey Wright Momentum ETF position peaked at $261K in Q4 2015.
  • 125 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2016.

Based on Aspen Investment Management's 13F filing for Q1 2016, filed 29 Apr 2016.