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

DB Wealth Management 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
2023 Q4	$180K	Hold	2,102	–	–	0.1%	90
2023 Q3	$162K	Hold	2,102	–	–	0.1%	91
2023 Q2	$170K	Hold	2,102	–	–	0.1%	87
2023 Q1	$160K	Hold	2,102	–	–	0.1%	85
2022 Q4	$149K	Hold	2,102	–	–	0.1%	87
2022 Q3	$142K	Sell	2,102 -89	-4%	-$6.49K	0.1%	92
2022 Q2	$149K	Hold	2,191	–	–	0.1%	89
2022 Q1	$178K	Sell	2,191 -2,766	-56%	-$224K	0.11%	94
2021 Q4	$469K	Sell	4,957 -866	-15%	-$82.1K	0.28%	64
2021 Q3	$521K	Hold	5,823	–	–	0.34%	58
2021 Q2	$522K	Sell	5,823 -11,544	-66%	-$999K	0.33%	59
2021 Q1	$1.48M	Sell	17,367 -800	-4%	-$70.1K	1.01%	28
2020 Q4	$1.59M	Buy	+18,167	New	+$1.49M	1.18%	21

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

PFS

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

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

DB Wealth Management Group's PDP Position: Q4 2023 in Review

DB Wealth Management Group held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q4 2023 at 2,102 shares worth $180K. The position accounts for 0.1% of the portfolio, ranked #90.

DB Wealth Management Group first reported a position in PDP in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.59M in Q4 2020. 181 funds tracked by Wall St. Rank hold PDP as of Q4 2023.

DB Wealth Management Group held 2,102 shares of Invesco Dorsey Wright Momentum ETF worth $180K as of Q4 2023.
DB Wealth Management Group left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q4 2023.
Invesco Dorsey Wright Momentum ETF made up 0.1% of DB Wealth Management Group's portfolio in Q4 2023, its #90 holding.
DB Wealth Management Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Invesco Dorsey Wright Momentum ETF position peaked at $1.59M in Q4 2020.
181 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.