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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PFS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearview Wealth Advisors's PDP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2023, closing a stake of 452 shares — an estimated $36.6K sold.

Clearview Wealth Advisors first reported a position in PDP in Q4 2020 and held it in 11 quarters. The position peaked at $43K in Q4 2021. 172 funds tracked by Wall St. Rank hold PDP as of Q3 2023.

Clearview Wealth Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 452 Invesco Dorsey Wright Momentum ETF shares in Q3 2023, an estimated $36.6K.
Clearview Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $43K in Q4 2021.
172 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.