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

Berger 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
2022 Q2	–	Sell	-2,744	Closed	-$222K	–	272
2022 Q1	$222K	Hold	2,744	–	–	0.03%	250
2021 Q4	$259K	Hold	2,744	–	–	0.03%	225
2021 Q3	$245K	Hold	2,744	–	–	0.04%	183
2021 Q2	$246K	Hold	2,744	–	–	0.04%	180
2021 Q1	$234K	Sell	2,744 -31,269	-92%	-$2.74M	0.05%	174
2020 Q4	$2.98M	Buy	+34,013	New	+$2.79M	0.52%	69

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Berger Financial Group's PDP Position: Q2 2022 in Review

Berger Financial Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2022, closing a stake of 2,744 shares — an estimated $222K sold.

Berger Financial Group first reported a position in PDP in Q4 2020 and held it in 6 quarters. The position peaked at $2.98M in Q4 2020. 173 funds tracked by Wall St. Rank hold PDP as of Q2 2022.

Berger Financial Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2022 after selling out during the quarter.
Berger Financial Group sold 2,744 Invesco Dorsey Wright Momentum ETF shares in Q2 2022, an estimated $222K.
Berger Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and held it in 6 quarters.
Berger Financial Group's Invesco Dorsey Wright Momentum ETF position peaked at $2.98M in Q4 2020.
173 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.