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

Dynasty 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
2018 Q4	–	Sell	-5,200	Closed	-$310K	–	78
2018 Q3	$310K	Hold	5,200	–	–	0.4%	71
2018 Q2	$288K	Hold	5,200	–	–	0.6%	49
2018 Q1	$274K	Sell	5,200 -144	-3%	-$7.71K	0.11%	47
2017 Q4	$276K	Buy	+5,344	New	+$271K	0.48%	72

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Dynasty Wealth Management's PDP Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2018, closing a stake of 5,200 shares — an estimated $310K sold.

Dynasty Wealth Management first reported a position in PDP in Q4 2017 and held it in 4 quarters. The position peaked at $310K in Q3 2018. 155 funds tracked by Wall St. Rank hold PDP as of Q4 2018.

Dynasty Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 5,200 Invesco Dorsey Wright Momentum ETF shares in Q4 2018, an estimated $310K.
Dynasty Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $310K in Q3 2018.
155 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.