Estate Counselors
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Estate Counselors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Estate Counselors’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
2024
Q4 		– Sell
-3,450
Closed -$356K – 114
2024
Q3 		$356K Buy
+3,450
New +$341K 0.04% 94
2024
Q2 		– Sell
-3,450
Closed -$341K – 122
2024
Q1 		$341K Hold
3,450
– – 0.04% 101
2023
Q4 		$295K Buy
+3,450
New +$274K 0.04% 111
2023
Q3 		– Sell
-3,450
Closed -$280K – 130
2023
Q2 		$280K Hold
3,450
– – 0.04% 117
2023
Q1 		$262K Hold
3,450
– – 0.03% 121
2022
Q4 		$245K Hold
3,450
– – 0.03% 131
2022
Q3 		$233K Hold
3,450
– – 0.04% 116
2022
Q2 		$234K Sell
3,450
-1,350
-28% -$101K 0.03% 116
2022
Q1 		$388K Sell
4,800
-185,485
-97% -$15.1M 0.05% 110
2021
Q4 		$18M Sell
190,285
-7,565
-4% -$717K 2.18% 12
2021
Q3 		$17.7M Buy
197,850
+47,150
+31% +$4.34M 2.21% 12
2021
Q2 		$13.5M Buy
150,700
+4,550
+3% +$394K 1.77% 15
2021
Q1 		$12.4M Sell
146,150
-8,300
-5% -$727K 1.82% 16
2020
Q4 		$13.6M Sell
154,450
-13,150
-8% -$1.08M 2.04% 12
2020
Q3 		$12.8M Buy
167,600
+2,550
+2% +$188K 1.99% 14
2020
Q2 		$11.1M Buy
165,050
+7,450
+5% +$465K 1.78% 17
2020
Q1 		$8.5M Buy
+157,600
New +$9.9M 1.4% 28
2019
Q3 		– Sell
-143,650
Closed -$8.66M – 70
2019
Q2 		$8.66M Buy
143,650
+137,700
+2,314% +$8.04M 1.35% 31
2019
Q1 		$337K Hold
5,950
– – 0.06% 60
2018
Q4 		$288K Sell
5,950
-175,360
-97% -$9.21M 0.06% 61
2018
Q3 		$10.8M Buy
181,310
+3,120
+2% +$181K 1.96% 21
2018
Q2 		$9.9M Sell
178,190
-9,200
-5% -$504K 1.87% 18
2018
Q1 		$9.9M Buy
187,390
+181,340
+2,997% +$9.7M 1.83% 21
2017
Q4 		$312K Buy
+6,050
New +$307K 0.06% 56
2016
Q2 		– Sell
-27,630
Closed -$1.13M – 57
2016
Q1 		$1.13M Buy
+27,630
New +$1.07M 0.5% 38

Other funds holding PDP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Estate Counselors's PDP Position: Q4 2024 in Review

Estate Counselors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2024, closing a stake of 3,450 shares — an estimated $356K sold.

Estate Counselors first reported a position in PDP in Q1 2016 and held it in 25 quarters. The position peaked at $18M in Q4 2021. 210 funds tracked by Wall St. Rank hold PDP as of Q4 2024.

  • Estate Counselors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Estate Counselors sold 3,450 Invesco Dorsey Wright Momentum ETF shares in Q4 2024, an estimated $356K.
  • Estate Counselors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2016 and held it in 25 quarters.
  • Estate Counselors's Invesco Dorsey Wright Momentum ETF position peaked at $18M in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2024.

Based on Estate Counselors's 13F filing for Q4 2024, filed 14 Feb 2025.