Freedom Investment Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Freedom Investment 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
2023 Q1	–	Sell	-6,844	Closed	-$486K	–	766
2022 Q4	$486K	Buy	+6,844	New	+$499K	0.05%	440
2022 Q1	–	Sell	-233,318	Closed	-$22.1M	–	907
2021 Q4	$22.1M	Sell	233,318 -9,886	-4%	-$938K	1.62%	4
2021 Q3	$21.8M	Buy	+243,204	New	+$22.4M	1.66%	4
2021 Q2	–	Sell	-124,809	Closed	-$10.6M	–	904
2021 Q1	$10.6M	Buy	+124,809	New	+$10.9M	0.83%	17
2018 Q3	–	Sell	-35,476	Closed	-$1.96M	–	949
2018 Q2	$1.96M	Buy	35,476 +18,551	+110%	+$1.02M	0.12%	166
2018 Q1	$891K	Sell	16,925 -17,390	-51%	-$930K	0.05%	408
2017 Q4	$1.77M	Buy	34,315 +19,003	+124%	+$965K	0.09%	181
2017 Q3	$744K	Buy	+15,312	New	+$734K	0.04%	448
2016 Q4	–	Sell	-38,967	Closed	-$1.65M	–	1037
2016 Q3	$1.65M	Sell	38,967 -29,663	-43%	-$1.27M	0.11%	128
2016 Q2	$2.89M	Buy	+68,630	New	+$2.82M	0.2%	46

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Freedom Investment Management's PDP Position: Q1 2023 in Review

Freedom Investment Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2023, closing a stake of 6,844 shares — an estimated $486K sold.

Freedom Investment Management first reported a position in PDP in Q2 2016 and held it in 10 quarters. The position peaked at $22.1M in Q4 2021. 175 funds tracked by Wall St. Rank hold PDP as of Q1 2023.

Freedom Investment Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2023 after selling out during the quarter.
Freedom Investment Management sold 6,844 Invesco Dorsey Wright Momentum ETF shares in Q1 2023, an estimated $486K.
Freedom Investment Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2016 and held it in 10 quarters.
Freedom Investment Management's Invesco Dorsey Wright Momentum ETF position peaked at $22.1M in Q4 2021.
175 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.