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

Clearview Wealth 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
2023 Q3	–	Sell	-452	Closed	-$36.6K	–	466
2023 Q2	$36.6K	Buy	452 +1	+0.2%	+$76	0.04%	213
2023 Q1	$34.3K	Hold	451	–	–	0.03%	220
2022 Q4	$32.1K	Hold	451	–	–	0.02%	195
2022 Q3	$31K	Hold	451	–	–	0.02%	205
2022 Q2	$31K	Hold	451	–	–	0.02%	230
2022 Q1	$37K	Hold	451	–	–	0.02%	232
2021 Q4	$43K	Sell	451 -1	-0.2%	-$95	0.03%	242
2021 Q3	$40K	Buy	452 +1	+0.2%	+$92	0.03%	256
2021 Q2	$40K	Hold	451	–	–	0.02%	265
2021 Q1	$38K	Hold	451	–	–	0.02%	257
2020 Q4	$40K	Buy	+451	New	+$37K	0.03%	216

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

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

Bank of America

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return