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

Insight 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
2023
Q2 		– Sell
-3,407
Closed -$259K – 307
2023
Q1 		$259K Sell
3,407
-1,028
-23% -$76.5K 0.06% 247
2022
Q4 		$313K Buy
+4,435
New +$323K 0.11% 236
2021
Q2 		– Sell
-6,080
Closed -$532K – 339
2021
Q1 		$532K Buy
+6,080
New +$533K 0.17% 154

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Insight Advisors's PDP Position: Q2 2023 in Review

Insight Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2023, closing a stake of 3,407 shares — an estimated $259K sold.

Insight Advisors first reported a position in PDP in Q1 2021 and held it in 3 quarters. The position peaked at $532K in Q1 2021. 172 funds tracked by Wall St. Rank hold PDP as of Q2 2023.

  • Insight Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Insight Advisors sold 3,407 Invesco Dorsey Wright Momentum ETF shares in Q2 2023, an estimated $259K.
  • Insight Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2021 and held it in 3 quarters.
  • Insight Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $532K in Q1 2021.
  • 172 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.