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

Fragasso Financial 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
2023
Q1 		– Sell
-11,642
Closed -$827K – 221
2022
Q4 		$827K Buy
+11,642
New +$849K 0.1% 104

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Fragasso Financial Advisors's PDP Position: Q1 2023 in Review

Fragasso Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2023, closing a stake of 11,642 shares — an estimated $827K sold.

Fragasso Financial Advisors first reported a position in PDP in Q4 2022 and held it in 1 quarter. The position peaked at $827K in Q4 2022. 175 funds tracked by Wall St. Rank hold PDP as of Q1 2023.

  • Fragasso Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Fragasso Financial Advisors sold 11,642 Invesco Dorsey Wright Momentum ETF shares in Q1 2023, an estimated $827K.
  • Fragasso Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and held it in 1 quarter.
  • Fragasso Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $827K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2023.

Based on Fragasso Financial Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.