Certified Advisory Corp’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Certified Advisory Corp’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
2019 Q2	–	Sell	-100	Closed	-$6K	–	826
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	612
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	627
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	640
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	613
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	603
2017 Q4	$5K	Buy	+100	New	+$5.08K	﹤0.01%	567

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Certified Advisory Corp's PDP Position: Q2 2019 in Review

Certified Advisory Corp sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2019, closing a stake of 100 shares — an estimated $6K sold.

Certified Advisory Corp first reported a position in PDP in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 153 funds tracked by Wall St. Rank hold PDP as of Q2 2019.

Certified Advisory Corp reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 100 Invesco Dorsey Wright Momentum ETF shares in Q2 2019, an estimated $6K.
Certified Advisory Corp first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and held it in 6 quarters.
Certified Advisory Corp's Invesco Dorsey Wright Momentum ETF position peaked at $6K in Q1 2019.
153 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.