FA
PDP icon

Forefront Analytics’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Forefront Analytics’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
2024
Q4 		– Sell
-16,690
Closed -$1.72M – 66
2024
Q3 		$1.72M Hold
16,690
– – 0.81% 28
2024
Q2 		$1.63M Sell
16,690
-2,719
-14% -$262K 0.78% 29
2024
Q1 		$1.92M Buy
19,409
+5
+0% +$456 0.93% 28
2023
Q4 		$1.66M Buy
19,404
+22
+0.1% +$1.75K 0.82% 28
2023
Q3 		$1.49M Buy
19,382
+7
+0% +$558 0.85% 29
2023
Q2 		$1.57M Sell
19,375
-17,544
-48% -$1.33M 0.9% 27
2023
Q1 		$2.8M Buy
36,919
+567
+2% +$42.2K 1.45% 19
2022
Q4 		$2.58M Buy
+36,352
New +$2.65M 1.38% 19

Other funds holding PDP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return