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

Centaurus Financial’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
2018
Q3 		– Sell
-6,820
Closed -$377K – 1597
2018
Q2 		$377K Buy
+6,820
New +$373K 0.05% 363

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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Centaurus Financial's PDP Position: Q3 2018 in Review

Centaurus Financial sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2018, closing a stake of 6,820 shares — an estimated $377K sold.

Centaurus Financial first reported a position in PDP in Q2 2018 and held it in 1 quarter. The position peaked at $377K in Q2 2018. 149 funds tracked by Wall St. Rank hold PDP as of Q3 2018.

  • Centaurus Financial reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 6,820 Invesco Dorsey Wright Momentum ETF shares in Q3 2018, an estimated $377K.
  • Centaurus Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Invesco Dorsey Wright Momentum ETF position peaked at $377K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.