Financial Architects (New Jersey)’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-60	Closed	-$4K	–	618
2020 Q2	$4K	Buy	+60	New	+$3.75K	﹤0.01%	754
2019 Q3	–	Sell	-897	Closed	-$54K	–	1130
2019 Q2	$54K	Buy	+897	New	+$52.4K	0.01%	496
2018 Q1	–	Sell	-1,010	Closed	-$52K	–	1536
2017 Q4	$52K	Buy	1,010 +191	+23%	+$9.7K	0.01%	673
2017 Q3	$40K	Buy	819 +403	+97%	+$19.3K	0.01%	749
2017 Q2	$19K	Hold	416	–	–	﹤0.01%	969
2017 Q1	$19K	Hold	416	–	–	﹤0.01%	951
2016 Q4	$17K	Sell	416 -417	-50%	-$17.4K	﹤0.01%	877
2016 Q3	$35K	Hold	833	–	–	0.01%	681
2016 Q2	$35K	Sell	833 -411	-33%	-$16.9K	0.01%	633
2016 Q1	$51K	Buy	+1,244	New	+$48.3K	0.02%	396

Other funds holding PDP

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Financial Architects (New Jersey)'s PDP Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2020, closing a stake of 60 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in PDP in Q1 2016 and held it in 10 quarters. The position peaked at $54K in Q2 2019. 161 funds tracked by Wall St. Rank hold PDP as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 60 Invesco Dorsey Wright Momentum ETF shares in Q3 2020, an estimated $4K.
Financial Architects (New Jersey) first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2016 and held it in 10 quarters.
Financial Architects (New Jersey)'s Invesco Dorsey Wright Momentum ETF position peaked at $54K in Q2 2019.
161 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.