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

Elmwood 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
2019
Q2 		– Sell
-205
Closed -$12K – 294
2019
Q1 		$12K Hold
205
– – 0.01% 179
2018
Q4 		$10K Buy
+205
New +$10.8K 0.01% 192

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Elmwood Wealth Management's PDP Position: Q2 2019 in Review

Elmwood Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2019, closing a stake of 205 shares — an estimated $12K sold.

Elmwood Wealth Management first reported a position in PDP in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 153 funds tracked by Wall St. Rank hold PDP as of Q2 2019.

  • Elmwood Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 205 Invesco Dorsey Wright Momentum ETF shares in Q2 2019, an estimated $12K.
  • Elmwood Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and held it in 2 quarters.
  • Elmwood Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $12K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2019.

Based on Elmwood Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.