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Flagstar Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Flagstar Advisors’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
Q4 		– Sell
-508
Closed -$34.3K – 242
2022
Q3 		$34.3K Buy
+508
New +$37K 0.01% 214
2021
Q4 		– Sell
-508
Closed -$45K – 205
2021
Q3 		$45K Buy
+508
New +$46.7K 0.02% 170

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flagstar Advisors's PDP Position: Q4 2022 in Review

Flagstar Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2022, closing a stake of 508 shares — an estimated $34.3K sold.

Flagstar Advisors first reported a position in PDP in Q3 2021 and held it in 2 quarters. The position peaked at $45K in Q3 2021. 182 funds tracked by Wall St. Rank hold PDP as of Q4 2022.

  • Flagstar Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Flagstar Advisors sold 508 Invesco Dorsey Wright Momentum ETF shares in Q4 2022, an estimated $34.3K.
  • Flagstar Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2021 and held it in 2 quarters.
  • Flagstar Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $45K in Q3 2021.
  • 182 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2022.

Based on Flagstar Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.