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Custom Portfolio Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$232K Hold
2,368
– – 0.18% 44
2024
Q1 		$234K Hold
2,368
– – 0.19% 44
2023
Q4 		$202K Buy
+2,368
New +$188K 0.18% 38

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Custom Portfolio Group's PDP Position: Q2 2024 in Review

Custom Portfolio Group held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2024 at 2,368 shares worth $232K. The position accounts for 0.18% of the portfolio, ranked #44.

Custom Portfolio Group first reported a position in PDP in Q4 2023 and has held it in 3 quarters since. The position peaked at $234K in Q1 2024. 181 funds tracked by Wall St. Rank hold PDP as of Q2 2024.

  • Custom Portfolio Group held 2,368 shares of Invesco Dorsey Wright Momentum ETF worth $232K as of Q2 2024.
  • Custom Portfolio Group left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2024.
  • Invesco Dorsey Wright Momentum ETF made up 0.18% of Custom Portfolio Group's portfolio in Q2 2024, its #44 holding.
  • Custom Portfolio Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Invesco Dorsey Wright Momentum ETF position peaked at $234K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.