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

Baystate 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
Q1 		– Sell
-50
Closed -$4K – 1066
2022
Q4 		$4K Buy
+50
New +$3.65K ﹤0.01% 713

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RJA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baystate Wealth Management's PDP Position: Q1 2023 in Review

Baystate Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2023, closing a stake of 50 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in PDP in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 175 funds tracked by Wall St. Rank hold PDP as of Q1 2023.

  • Baystate Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 50 Invesco Dorsey Wright Momentum ETF shares in Q1 2023, an estimated $4K.
  • Baystate Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and held it in 1 quarter.
  • Baystate Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $4K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.