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Cambridge Trust’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Cambridge Trust’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 		$11.9K Hold
120
– – ﹤0.01% 569
2023
Q4 		$10.3K Hold
120
– – ﹤0.01% 575
2023
Q3 		$9.24K Hold
120
– – ﹤0.01% 587
2023
Q2 		$9.72K Hold
120
– – ﹤0.01% 599
2023
Q1 		$9.12K Hold
120
– – ﹤0.01% 640
2022
Q4 		$9K Hold
120
– – ﹤0.01% 648
2022
Q3 		$8K Hold
120
– – ﹤0.01% 674
2022
Q2 		$8K Buy
+120
New +$8.99K ﹤0.01% 707

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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
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

Cambridge Trust's PDP Position: Q1 2024 in Review

Cambridge Trust held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2024 at 120 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Cambridge Trust first reported a position in PDP in Q2 2022 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold PDP as of Q1 2024.

  • Cambridge Trust held 120 shares of Invesco Dorsey Wright Momentum ETF worth $11.9K as of Q1 2024.
  • Cambridge Trust left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2024.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #569 holding.
  • Cambridge Trust first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2022 and has held it in 8 quarters since.
  • 195 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.