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Inscription Capital’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Inscription Capital’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
-4,395
Closed -$394K – 352
2021
Q2 		$394K Buy
+4,395
New +$381K 0.04% 221

Other funds holding PDP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Inscription Capital's PDP Position: Q3 2021 in Review

Inscription Capital sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2021, closing a stake of 4,395 shares — an estimated $394K sold.

Inscription Capital first reported a position in PDP in Q2 2021 and held it in 1 quarter. The position peaked at $394K in Q2 2021. 184 funds tracked by Wall St. Rank hold PDP as of Q3 2021.

  • Inscription Capital reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Inscription Capital sold 4,395 Invesco Dorsey Wright Momentum ETF shares in Q3 2021, an estimated $394K.
  • Inscription Capital first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2021 and held it in 1 quarter.
  • Inscription Capital's Invesco Dorsey Wright Momentum ETF position peaked at $394K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.