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

Global Financial Private Client’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
2021 Q1	–	Sell	-175	Closed	-$15.4K	–	583
2020 Q4	$15.4K	Hold	175	–	–	0.01%	285
2020 Q3	$13.6K	Hold	175	–	–	0.01%	290
2020 Q2	$11.9K	Sell	175 -8,736	-98%	-$545K	0.01%	325
2020 Q1	$460K	Sell	8,911 -997	-10%	-$62.4K	0.49%	55
2019 Q4	$638K	Buy	+9,908	New	+$615K	0.53%	46

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Global Financial Private Client's PDP Position: Q1 2021 in Review

Global Financial Private Client sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2021, closing a stake of 175 shares — an estimated $15.4K sold.

Global Financial Private Client first reported a position in PDP in Q4 2019 and held it in 5 quarters. The position peaked at $638K in Q4 2019. 190 funds tracked by Wall St. Rank hold PDP as of Q1 2021.

Global Financial Private Client reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2021 after selling out during the quarter.
Global Financial Private Client sold 175 Invesco Dorsey Wright Momentum ETF shares in Q1 2021, an estimated $15.4K.
Global Financial Private Client first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 5 quarters.
Global Financial Private Client's Invesco Dorsey Wright Momentum ETF position peaked at $638K in Q4 2019.
190 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2021.

Based on Global Financial Private Client's 13F filing for Q1 2021, filed 16 May 2024.