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Highland Private Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Highland Private Wealth 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
2018
Q2 		– Sell
-41,701
Closed -$2.2M – 137
2018
Q1 		$2.2M Buy
+41,701
New +$2.23M 1.35% 28

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Highland Private Wealth Management's PDP Position: Q2 2018 in Review

Highland Private Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2018, closing a stake of 41,701 shares — an estimated $2.2M sold.

Highland Private Wealth Management first reported a position in PDP in Q1 2018 and held it in 1 quarter. The position peaked at $2.2M in Q1 2018. 147 funds tracked by Wall St. Rank hold PDP as of Q2 2018.

  • Highland Private Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 41,701 Invesco Dorsey Wright Momentum ETF shares in Q2 2018, an estimated $2.2M.
  • Highland Private Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $2.2M in Q1 2018.
  • 147 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.