EWG Elevate’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-400	Closed	-$28.4K	–	567
2022 Q4	$28.4K	Buy	+400	New	+$29.2K	0.01%	227
2021 Q3	–	Sell	-16,985	Closed	-$1.53M	–	96
2021 Q2	$1.53M	Buy	+16,985	New	+$1.47M	0.59%	36

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWG Elevate's PDP Position: Q1 2023 in Review

EWG Elevate sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2023, closing a stake of 400 shares — an estimated $28.4K sold.

EWG Elevate first reported a position in PDP in Q2 2021 and held it in 2 quarters. The position peaked at $1.53M in Q2 2021. 175 funds tracked by Wall St. Rank hold PDP as of Q1 2023.

EWG Elevate reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 400 Invesco Dorsey Wright Momentum ETF shares in Q1 2023, an estimated $28.4K.
EWG Elevate first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2021 and held it in 2 quarters.
EWG Elevate's Invesco Dorsey Wright Momentum ETF position peaked at $1.53M in Q2 2021.
175 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.