Howe & Rusling’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-45	Closed	-$3K	–	822
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	801
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	806
2022 Q1	$4K	Hold	45	–	–	﹤0.01%	730
2021 Q4	$4K	Hold	45	–	–	﹤0.01%	742
2021 Q3	$4K	Hold	45	–	–	﹤0.01%	716
2021 Q2	$4K	Hold	45	–	–	﹤0.01%	685
2021 Q1	$4K	Hold	45	–	–	﹤0.01%	689
2020 Q4	$4K	Buy	+45	New	+$3.69K	﹤0.01%	681
2018 Q1	–	Sell	-3,046	Closed	-$157K	–	989
2017 Q4	$157K	Sell	3,046 -342	-10%	-$17.4K	0.03%	195
2017 Q3	$165K	Buy	+3,388	New	+$162K	0.03%	189

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services

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

Bank of America

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

Royal Bank of Canada

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

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