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
2022 Q1	–	Sell	-95	Closed	-$212	–	984
2021 Q4	$212	Buy	95 +93	+4,650%	+$8.82K	﹤0.01%	618
2021 Q3	$89K	Buy	+2	New	+$184	0.04%	388
2020 Q1	–	Sell	-427	Closed	-$27K	–	1292
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

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

PFS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Financial Gravity Asset Management's PDP Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 95 shares — an estimated $212 sold.

Financial Gravity Asset Management first reported a position in PDP in Q1 2019 and held it in 6 quarters. The position peaked at $89K in Q3 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

Financial Gravity Asset Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 95 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $212.
Financial Gravity Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2019 and held it in 6 quarters.
Financial Gravity Asset Management's Invesco Dorsey Wright Momentum ETF position peaked at $89K in Q3 2021.
183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.