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DHJJ Financial Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

DHJJ Financial Advisors’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 		– Sell
-242
Closed -$18.6K – 817
2023
Q3 		$18.6K Buy
+242
New +$19.3K 0.01% 364

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DHJJ Financial Advisors's PDP Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2023, closing a stake of 242 shares — an estimated $18.6K sold.

DHJJ Financial Advisors first reported a position in PDP in Q3 2023 and held it in 1 quarter. The position peaked at $18.6K in Q3 2023. 181 funds tracked by Wall St. Rank hold PDP as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 242 Invesco Dorsey Wright Momentum ETF shares in Q4 2023, an estimated $18.6K.
  • DHJJ Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $18.6K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.