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Brendel Financial Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Brendel Financial Advisors’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
2019
Q4 		– Sell
-38,693
Closed -$2.36M – 92
2019
Q3 		$2.36M Buy
38,693
+1,212
+3% +$74.7K 2.12% 14
2019
Q2 		$2.26M Buy
+37,481
New +$2.19M 2.19% 16
2019
Q1 		– Sell
-9,244
Closed -$448K – 84
2018
Q4 		$448K Buy
+9,244
New +$485K 0.52% 53

Other funds holding PDP

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brendel Financial Advisors's PDP Position: Q4 2019 in Review

Brendel Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2019, closing a stake of 38,693 shares — an estimated $2.36M sold.

Brendel Financial Advisors first reported a position in PDP in Q4 2018 and held it in 3 quarters. The position peaked at $2.36M in Q3 2019. 175 funds tracked by Wall St. Rank hold PDP as of Q4 2019.

  • Brendel Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2019 after selling out during the quarter.
  • Brendel Financial Advisors sold 38,693 Invesco Dorsey Wright Momentum ETF shares in Q4 2019, an estimated $2.36M.
  • Brendel Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and held it in 3 quarters.
  • Brendel Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $2.36M in Q3 2019.
  • 175 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2019.

Based on Brendel Financial Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.