IBEX Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

IBEX Wealth Advisors’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
2025 Q1	–	Sell	-8,288	Closed	-$892K	–	186
2024 Q4	$892K	Buy	+8,288	New	+$910K	0.11%	117
2019 Q3	–	Sell	-72	Closed	-$4K	–	298
2019 Q2	$4K	Buy	+72	New	+$4.2K	﹤0.01%	370
2017 Q1	–	Sell	-217	Closed	-$9K	–	285
2016 Q4	$9K	Sell	217 -22,903	-99%	-$958K	﹤0.01%	304
2016 Q3	$981K	Buy	+23,120	New	+$988K	0.54%	60

Other funds holding PDP

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

IBEX Wealth Advisors's PDP Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2025, closing a stake of 8,288 shares — an estimated $892K sold.

IBEX Wealth Advisors first reported a position in PDP in Q3 2016 and held it in 4 quarters. The position peaked at $981K in Q3 2016. 209 funds tracked by Wall St. Rank hold PDP as of Q1 2025.

IBEX Wealth Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 8,288 Invesco Dorsey Wright Momentum ETF shares in Q1 2025, an estimated $892K.
IBEX Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2016 and held it in 4 quarters.
IBEX Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $981K in Q3 2016.
209 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.