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

Darwin 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
2020
Q2 		– Sell
-93
Closed -$5K – 578
2020
Q1 		$5K Buy
+93
New +$5.82K ﹤0.01% 598

Other funds holding PDP

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Darwin Wealth Management's PDP Position: Q2 2020 in Review

Darwin Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2020, closing a stake of 93 shares — an estimated $5K sold.

Darwin Wealth Management first reported a position in PDP in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 158 funds tracked by Wall St. Rank hold PDP as of Q2 2020.

  • Darwin Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 93 Invesco Dorsey Wright Momentum ETF shares in Q2 2020, an estimated $5K.
  • Darwin Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $5K in Q1 2020.
  • 158 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.