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

Executive 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
Q3 		– Sell
-345
Closed -$21K – 586
2019
Q2 		$21K Sell
345
-16
-4% -$934 ﹤0.01% 466
2019
Q1 		$20K Hold
361
– – ﹤0.01% 423
2018
Q4 		$17K Buy
+361
New +$18.9K ﹤0.01% 461

Other funds holding PDP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Executive Wealth Management's PDP Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2019, closing a stake of 345 shares — an estimated $21K sold.

Executive Wealth Management first reported a position in PDP in Q4 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2019. 157 funds tracked by Wall St. Rank hold PDP as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 345 Invesco Dorsey Wright Momentum ETF shares in Q3 2019, an estimated $21K.
  • Executive Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $21K in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.