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

Engrave 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
2022 Q2	–	Sell	-4,041	Closed	-$327K	–	66
2022 Q1	$327K	Hold	4,041	–	–	0.12%	41
2021 Q4	$382K	Hold	4,041	–	–	0.11%	48
2021 Q3	$362K	Hold	4,041	–	–	0.11%	50
2021 Q2	$362K	Sell	4,041 -111	-3%	-$9.61K	0.11%	54
2021 Q1	$353K	Hold	4,152	–	–	0.14%	49
2020 Q4	$372K	Hold	4,152	–	–	0.31%	38
2020 Q3	$321K	Hold	4,152	–	–	0.31%	32
2020 Q2	$279K	Hold	4,152	–	–	0.25%	37
2020 Q1	$224K	Hold	4,152	–	–	0.26%	33
2019 Q4	$267K	Buy	+4,152	New	+$258K	0.26%	35

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

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

RJFSA

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

Engrave Wealth Partners's PDP Position: Q2 2022 in Review

Engrave Wealth Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2022, closing a stake of 4,041 shares — an estimated $327K sold.

Engrave Wealth Partners first reported a position in PDP in Q4 2019 and held it in 10 quarters. The position peaked at $382K in Q4 2021. 173 funds tracked by Wall St. Rank hold PDP as of Q2 2022.

Engrave Wealth Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2022 after selling out during the quarter.
Engrave Wealth Partners sold 4,041 Invesco Dorsey Wright Momentum ETF shares in Q2 2022, an estimated $327K.
Engrave Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 10 quarters.
Engrave Wealth Partners's Invesco Dorsey Wright Momentum ETF position peaked at $382K in Q4 2021.
173 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2022.

Based on Engrave Wealth Partners's 13F filing for Q2 2022, filed 13 Jul 2022.