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

Barber 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
2020 Q1	–	Sell	-56,056	Closed	-$3.61M	–	147
2019 Q4	$3.61M	Sell	56,056 -39,590	-41%	-$2.46M	0.73%	34
2019 Q3	$5.83M	Buy	95,646 +42,742	+81%	+$2.64M	1.24%	22
2019 Q2	$3.19M	Buy	52,904 +25,750	+95%	+$1.5M	0.75%	31
2019 Q1	$1.54M	Sell	27,154 -239,789	-90%	-$12.8M	0.3%	45
2018 Q4	$12.9M	Buy	+266,943	New	+$14M	2.78%	9

Other funds holding PDP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Barber Financial Group's PDP Position: Q1 2020 in Review

Barber Financial Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2020, closing a stake of 56,056 shares — an estimated $3.61M sold.

Barber Financial Group first reported a position in PDP in Q4 2018 and held it in 5 quarters. The position peaked at $12.9M in Q4 2018. 158 funds tracked by Wall St. Rank hold PDP as of Q1 2020.

Barber Financial Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 56,056 Invesco Dorsey Wright Momentum ETF shares in Q1 2020, an estimated $3.61M.
Barber Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and held it in 5 quarters.
Barber Financial Group's Invesco Dorsey Wright Momentum ETF position peaked at $12.9M in Q4 2018.
158 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.