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Callan Family Office’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Callan Family Office’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
Q1 		– Sell
-4,000
Closed -$342K – 103
2023
Q4 		$342K Buy
+4,000
New +$318K 0.08% 72

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

Callan Family Office's PDP Position: Q1 2024 in Review

Callan Family Office sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2024, closing a stake of 4,000 shares — an estimated $342K sold.

Callan Family Office first reported a position in PDP in Q4 2023 and held it in 1 quarter. The position peaked at $342K in Q4 2023. 195 funds tracked by Wall St. Rank hold PDP as of Q1 2024.

  • Callan Family Office reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Callan Family Office sold 4,000 Invesco Dorsey Wright Momentum ETF shares in Q1 2024, an estimated $342K.
  • Callan Family Office first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and held it in 1 quarter.
  • Callan Family Office's Invesco Dorsey Wright Momentum ETF position peaked at $342K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2024.

Based on Callan Family Office's 13F filing for Q1 2024, filed 9 May 2024.