Global Financial Private Capital’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-12,893	Closed	-$768K	–	460
2018 Q3	$768K	Sell	12,893 -180	-1%	-$10.4K	0.03%	317
2018 Q2	$723K	Buy	13,073 +6,544	+100%	+$358K	0.02%	313
2018 Q1	$344K	Sell	6,529 -846	-11%	-$45.3K	0.01%	421
2017 Q4	$381K	Buy	+7,375	New	+$374K	0.01%	389

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Global Financial Private Capital's PDP Position: Q4 2018 in Review

Global Financial Private Capital sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2018, closing a stake of 12,893 shares — an estimated $768K sold.

Global Financial Private Capital first reported a position in PDP in Q4 2017 and held it in 4 quarters. The position peaked at $768K in Q3 2018. 155 funds tracked by Wall St. Rank hold PDP as of Q4 2018.

Global Financial Private Capital reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 12,893 Invesco Dorsey Wright Momentum ETF shares in Q4 2018, an estimated $768K.
Global Financial Private Capital first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and held it in 4 quarters.
Global Financial Private Capital's Invesco Dorsey Wright Momentum ETF position peaked at $768K in Q3 2018.
155 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.