Independent Financial Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Independent Financial 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
2022 Q1	–	Sell	-2,186	Closed	-$207K	–	838
2021 Q4	$207K	Buy	+2,186	New	+$207K	0.02%	722
2021 Q2	–	Sell	-3,908	Closed	-$333K	–	722
2021 Q1	$333K	Sell	3,908 -432	-10%	-$37.9K	0.04%	438
2020 Q4	$381K	Hold	4,340	–	–	0.06%	365
2020 Q3	$332K	Buy	4,340 +207	+5%	+$15.2K	0.06%	333
2020 Q2	$278K	Hold	4,133	–	–	0.06%	328
2020 Q1	$223K	Buy	+4,133	New	+$259K	0.07%	311

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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Independent Financial Group's PDP Position: Q1 2022 in Review

Independent Financial Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 2,186 shares — an estimated $207K sold.

Independent Financial Group first reported a position in PDP in Q1 2020 and held it in 6 quarters. The position peaked at $381K in Q4 2020. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

Independent Financial Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
Independent Financial Group sold 2,186 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $207K.
Independent Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2020 and held it in 6 quarters.
Independent Financial Group's Invesco Dorsey Wright Momentum ETF position peaked at $381K in Q4 2020.
183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.