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

Aspire 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
2024 Q3	$8.78K	Hold	85	–	–	﹤0.01%	174
2024 Q2	$8.32K	Hold	85	–	–	﹤0.01%	159
2024 Q1	$8.4K	Hold	85	–	–	0.01%	165
2023 Q4	$7.27K	Hold	85	–	–	﹤0.01%	162
2023 Q3	$6.54K	Hold	85	–	–	0.01%	160
2023 Q2	$6.89K	Hold	85	–	–	0.01%	167
2023 Q1	$6.46K	Hold	85	–	–	0.01%	164
2022 Q4	$6.04K	Hold	85	–	–	0.01%	164
2022 Q3	$6K	Hold	85	–	–	0.01%	150
2022 Q2	$6K	Sell	85 -85	-50%	-$6.37K	0.01%	158
2022 Q1	$14K	Sell	170 -86	-34%	-$6.98K	0.01%	142
2021 Q4	$24K	Buy	+256	New	+$24.3K	0.02%	141

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

Aspire Wealth Management's PDP Position: Q3 2024 in Review

Aspire Wealth Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2024 at 85 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Aspire Wealth Management first reported a position in PDP in Q4 2021 and has held it in 12 quarters since. The position peaked at $24K in Q4 2021. 189 funds tracked by Wall St. Rank hold PDP as of Q3 2024.

Aspire Wealth Management held 85 shares of Invesco Dorsey Wright Momentum ETF worth $8.78K as of Q3 2024.
Aspire Wealth Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2024.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #174 holding.
Aspire Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $24K in Q4 2021.
189 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.