Destiny Wealth Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-1,259	Closed	-$89.5K	–	497
2022 Q4	$89.5K	Buy	1,259 +1,232	+4,563%	+$89.8K	0.02%	237
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	536
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	568
2022 Q1	$2K	Sell	27 -1,762	-98%	-$143K	﹤0.01%	496
2021 Q4	$169K	Hold	1,789	–	–	0.03%	195
2021 Q3	$160K	Sell	1,789 -3,533	-66%	-$325K	0.03%	181
2021 Q2	$477K	Hold	5,322	–	–	0.09%	123
2021 Q1	$453K	Hold	5,322	–	–	0.09%	110
2020 Q4	$467K	Buy	+5,322	New	+$436K	0.1%	109

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PFS

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Destiny Wealth Partners's PDP Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2023, closing a stake of 1,259 shares — an estimated $89.5K sold.

Destiny Wealth Partners first reported a position in PDP in Q4 2020 and held it in 9 quarters. The position peaked at $477K in Q2 2021. 175 funds tracked by Wall St. Rank hold PDP as of Q1 2023.

Destiny Wealth Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 1,259 Invesco Dorsey Wright Momentum ETF shares in Q1 2023, an estimated $89.5K.
Destiny Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's Invesco Dorsey Wright Momentum ETF position peaked at $477K in Q2 2021.
175 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.