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Dynamic Advisor Solutions’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Dynamic Advisor Solutions’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
2021
Q2 		– Sell
-4,228
Closed -$360K – 797
2021
Q1 		$360K Buy
4,228
+373
+10% +$32.7K 0.03% 461
2020
Q4 		$338K Buy
+3,855
New +$316K 0.03% 462
2020
Q1 		– Sell
-4,145
Closed -$267K – 566
2019
Q4 		$267K Sell
4,145
-1,090
-21% -$67.7K 0.04% 436
2019
Q3 		$319K Buy
5,235
+4
+0.1% +$247 0.05% 366
2019
Q2 		$316K Buy
5,231
+12
+0.2% +$700 0.05% 350
2019
Q1 		$296K Sell
5,219
-519
-9% -$27.6K 0.06% 302
2018
Q4 		$296K Sell
5,738
-10
-0.2% -$525 0.06% 288
2018
Q3 		$343K Buy
5,748
+18
+0.3% +$1.04K 0.07% 276
2018
Q2 		$317K Sell
5,730
-204
-3% -$11.2K 0.07% 284
2018
Q1 		$313K Sell
5,934
-992
-14% -$53.1K 0.08% 251
2017
Q4 		$358K Sell
6,926
-6,210
-47% -$315K 0.12% 185
2017
Q3 		$639K Sell
13,136
-4,672
-26% -$224K 0.25% 121
2017
Q2 		$834K Sell
17,808
-1,633
-8% -$75.3K 0.32% 95
2017
Q1 		$880K Sell
19,441
-1,436
-7% -$63.3K 0.34% 86
2016
Q4 		$877K Sell
20,877
-2,690
-11% -$112K 0.35% 84
2016
Q3 		$999K Sell
23,567
-2,223
-9% -$95K 0.38% 80
2016
Q2 		$1.09M Sell
25,790
-2,307
-8% -$94.9K 0.44% 67
2016
Q1 		$1.15M Sell
28,097
-1,906
-6% -$74K 0.49% 60
2015
Q4 		$1.24M Buy
30,003
+808
+3% +$33.9K 0.51% 55
2015
Q3 		$1.17M Buy
29,195
+13,182
+82% +$562K 0.59% 48
2015
Q2 		$690K Buy
16,013
+651
+4% +$28.3K 0.4% 69
2015
Q1 		$667K Buy
15,362
+4,482
+41% +$190K 0.33% 89
2014
Q4 		$447K Sell
10,880
-3,363
-24% -$135K 0.24% 121
2014
Q3 		$560K Buy
14,243
+2,715
+24% +$107K 0.3% 95
2014
Q2 		$450K Buy
11,528
+2,346
+26% +$88.2K 0.27% 113
2014
Q1 		$342K Buy
+9,182
New +$340K 0.23% 139

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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Dynamic Advisor Solutions's PDP Position: Q2 2021 in Review

Dynamic Advisor Solutions sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2021, closing a stake of 4,228 shares — an estimated $360K sold.

Dynamic Advisor Solutions first reported a position in PDP in Q1 2014 and held it in 26 quarters. The position peaked at $1.24M in Q4 2015. 186 funds tracked by Wall St. Rank hold PDP as of Q2 2021.

  • Dynamic Advisor Solutions reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,228 Invesco Dorsey Wright Momentum ETF shares in Q2 2021, an estimated $360K.
  • Dynamic Advisor Solutions first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2014 and held it in 26 quarters.
  • Dynamic Advisor Solutions's Invesco Dorsey Wright Momentum ETF position peaked at $1.24M in Q4 2015.
  • 186 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2021, filed 10 Aug 2021.