Avantax Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Avantax Advisory Services’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	-5,907	Closed	-$558K	–	1345
2021 Q4	$558K	Sell	5,907 -372	-6%	-$35.3K	0.01%	723
2021 Q3	$560K	Hold	6,279	–	–	0.01%	683
2021 Q2	$561K	Sell	6,279 -130	-2%	-$11.3K	0.01%	663
2021 Q1	$545K	Sell	6,409 -238	-4%	-$20.9K	0.01%	594
2020 Q4	$583K	Sell	6,647 -2,331	-26%	-$191K	0.01%	509
2020 Q3	$687K	Buy	8,978 +2,215	+33%	+$163K	0.01%	682
2020 Q2	$454K	Sell	6,763 -88	-1%	-$5.49K	0.01%	504
2020 Q1	$369K	Buy	6,851 +271	+4%	+$17K	0.01%	515
2019 Q4	$423K	Buy	6,580 +91	+1%	+$5.65K	0.01%	523
2019 Q3	$395K	Sell	6,489 -97	-1%	-$5.98K	0.02%	365
2019 Q2	$397K	Sell	6,586 -184	-3%	-$10.7K	0.02%	334
2019 Q1	$384K	Sell	6,770 -1,885	-22%	-$100K	0.02%	309
2018 Q4	$419K	Buy	+8,655	New	+$454K	0.07%	248

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

Avantax Advisory Services's PDP Position: Q1 2022 in Review

Avantax Advisory Services sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 5,907 shares — an estimated $558K sold.

Avantax Advisory Services first reported a position in PDP in Q4 2018 and held it in 13 quarters. The position peaked at $687K in Q3 2020. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

Avantax Advisory Services reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
Avantax Advisory Services sold 5,907 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $558K.
Avantax Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and held it in 13 quarters.
Avantax Advisory Services's Invesco Dorsey Wright Momentum ETF position peaked at $687K in Q3 2020.
183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.