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Cascade Investment Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Cascade Investment 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
2022
Q1 		– Sell
-205
Closed -$19.4K – 266
2021
Q4 		$19.4K Hold
205
– – 0.01% 214
2021
Q3 		$18.3K Hold
205
– – 0.01% 210
2021
Q2 		$18.4K Hold
205
– – 0.01% 210
2021
Q1 		$17.5K Hold
205
– – 0.01% 208
2020
Q4 		$18K Hold
205
– – 0.01% 205
2020
Q3 		$15.7K Hold
205
– – 0.01% 200
2020
Q2 		$13.8K Hold
205
– – 0.01% 198
2020
Q1 		$11.1K Hold
205
– – 0.01% 199
2019
Q4 		$13.2K Hold
205
– – 0.01% 211
2019
Q3 		$12.5K Hold
205
– – 0.01% 215
2019
Q2 		$12.4K Hold
205
– – 0.01% 206
2019
Q1 		$11.6K Hold
205
– – 0.01% 193
2018
Q4 		$9.94K Buy
+205
New +$10.8K 0.01% 199

Other funds holding PDP

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascade Investment Advisors's PDP Position: Q1 2022 in Review

Cascade Investment Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 205 shares — an estimated $19.4K sold.

Cascade Investment Advisors first reported a position in PDP in Q4 2018 and held it in 13 quarters. The position peaked at $19.4K in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

  • Cascade Investment Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Cascade Investment Advisors sold 205 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $19.4K.
  • Cascade Investment Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and held it in 13 quarters.
  • Cascade Investment Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $19.4K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Cascade Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.