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Curi Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Curi Wealth Management’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
2022
Q1 		– Sell
-101
Closed -$9K – 614
2021
Q4 		$9K Buy
+101
New +$9.58K ﹤0.01% 330

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RJA
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Commonwealth Equity Services
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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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NC
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi Wealth Management's PDP Position: Q1 2022 in Review

Curi Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 101 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in PDP in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

  • Curi Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 101 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2021 and held it in 1 quarter.
  • Curi Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $9K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.