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

Clearstead 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
2021
Q1 		– Sell
-81
Closed -$7K – 1164
2020
Q4 		$7K Hold
81
– – ﹤0.01% 770
2020
Q3 		$6K Hold
81
– – ﹤0.01% 724
2020
Q2 		$5K Hold
81
– – ﹤0.01% 673
2020
Q1 		$4K Buy
+81
New +$5.07K ﹤0.01% 666

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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Clearstead Advisors's PDP Position: Q1 2021 in Review

Clearstead Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2021, closing a stake of 81 shares — an estimated $7K sold.

Clearstead Advisors first reported a position in PDP in Q1 2020 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 190 funds tracked by Wall St. Rank hold PDP as of Q1 2021.

  • Clearstead Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Clearstead Advisors sold 81 Invesco Dorsey Wright Momentum ETF shares in Q1 2021, an estimated $7K.
  • Clearstead Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2020 and held it in 4 quarters.
  • Clearstead Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $7K in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2021.

Based on Clearstead Advisors's 13F filing for Q1 2021, filed 14 May 2021.