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

Avior 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
2023
Q4 		– Sell
-83
Closed -$6.39K – 1632
2023
Q3 		$6.39K Hold
83
– – ﹤0.01% 1120
2023
Q2 		$6.72K Hold
83
– – ﹤0.01% 1097
2023
Q1 		$6.3K Buy
+83
New +$6.17K ﹤0.01% 1143

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's PDP Position: Q4 2023 in Review

Avior Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2023, closing a stake of 83 shares — an estimated $6.39K sold.

Avior Wealth Management first reported a position in PDP in Q1 2023 and held it in 3 quarters. The position peaked at $6.72K in Q2 2023. 181 funds tracked by Wall St. Rank hold PDP as of Q4 2023.

  • Avior Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 83 Invesco Dorsey Wright Momentum ETF shares in Q4 2023, an estimated $6.39K.
  • Avior Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $6.72K in Q2 2023.
  • 181 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.