Gyroscope Capital Management Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Gyroscope Capital Management Group’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 Q3	–	Sell	-2,578	Closed	-$231K	–	123
2021 Q2	$231K	Sell	2,578 -7	-0.3%	-$606	0.08%	109
2021 Q1	$220K	Sell	2,585 -416	-14%	-$36.4K	0.09%	108
2020 Q4	$263K	Sell	3,001 -287	-9%	-$23.5K	0.11%	105
2020 Q3	$251K	Sell	3,288 -1,503	-31%	-$111K	0.11%	105
2020 Q2	$323K	Buy	+4,791	New	+$299K	0.15%	102

Other funds holding PDP

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

Gyroscope Capital Management Group's PDP Position: Q3 2021 in Review

Gyroscope Capital Management Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2021, closing a stake of 2,578 shares — an estimated $231K sold.

Gyroscope Capital Management Group first reported a position in PDP in Q2 2020 and held it in 5 quarters. The position peaked at $323K in Q2 2020. 184 funds tracked by Wall St. Rank hold PDP as of Q3 2021.

Gyroscope Capital Management Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2021 after selling out during the quarter.
Gyroscope Capital Management Group sold 2,578 Invesco Dorsey Wright Momentum ETF shares in Q3 2021, an estimated $231K.
Gyroscope Capital Management Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2020 and held it in 5 quarters.
Gyroscope Capital Management Group's Invesco Dorsey Wright Momentum ETF position peaked at $323K in Q2 2020.
184 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2021.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2021, filed 15 Oct 2021.