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FourThought Financial’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

FourThought Financial’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
-1,786
Closed -$169K – 1540
2021
Q4 		$169K Hold
1,786
– – 0.02% 370
2021
Q3 		$159K Buy
1,786
+426
+31% +$39.2K 0.02% 381
2021
Q2 		$121K Buy
1,360
+691
+103% +$59.8K 0.02% 448
2021
Q1 		$56K Buy
+669
New +$58.6K 0.01% 659

Other funds holding PDP

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FourThought Financial's PDP Position: Q1 2022 in Review

FourThought Financial sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 1,786 shares — an estimated $169K sold.

FourThought Financial first reported a position in PDP in Q1 2021 and held it in 4 quarters. The position peaked at $169K in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

  • FourThought Financial reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • FourThought Financial sold 1,786 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $169K.
  • FourThought Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2021 and held it in 4 quarters.
  • FourThought Financial's Invesco Dorsey Wright Momentum ETF position peaked at $169K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.