Financial Gravity Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Financial Gravity Asset 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
2021 Q3	$89K	Buy	+2	New	+$184	0.04%	388
2019 Q4	$27K	Sell	427 -18	-4%	-$1.12K	0.02%	909
2019 Q3	$27K	Buy	445 +381	+595%	+$23.5K	0.02%	402
2019 Q2	$4K	Sell	64 -442	-87%	-$25.8K	﹤0.01%	743
2019 Q1	$29K	Buy	+506	New	+$26.9K	0.02%	388

Other funds holding PDP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's PDP Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2021: 2 shares worth $89K. The stake represents 0.04% of the portfolio and ranks #388 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PDP as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in PDP in Q1 2019 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold PDP as of Q3 2021.

Financial Gravity Asset Management held 2 shares of Invesco Dorsey Wright Momentum ETF worth $89K as of Q3 2021.
Invesco Dorsey Wright Momentum ETF was a new Financial Gravity Asset Management position in Q3 2021.
Invesco Dorsey Wright Momentum ETF made up 0.04% of Financial Gravity Asset Management's portfolio in Q3 2021, its #388 holding.
Financial Gravity Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2019 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.