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Buckingham Strategic Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$849K Hold
8,680
– – 0.01% 358
2024
Q1 		$857K Hold
8,680
– – 0.01% 362
2023
Q4 		$742K Hold
8,680
– – 0.01% 368
2023
Q3 		$668K Hold
8,680
– – 0.01% 359
2023
Q2 		$703K Buy
+8,680
New +$659K 0.01% 349

Other funds holding PDP

Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

Buckingham Strategic Wealth's PDP Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2024 at 8,680 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #358.

Buckingham Strategic Wealth first reported a position in PDP in Q2 2023 and has held it in 5 quarters since. The position peaked at $857K in Q1 2024. 181 funds tracked by Wall St. Rank hold PDP as of Q2 2024.

  • Buckingham Strategic Wealth held 8,680 shares of Invesco Dorsey Wright Momentum ETF worth $849K as of Q2 2024.
  • Buckingham Strategic Wealth left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2024.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #358 holding.
  • Buckingham Strategic Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Invesco Dorsey Wright Momentum ETF position peaked at $857K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.