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Investment Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Investment Partners’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
-6,178
Closed -$554K – 163
2021
Q2 		$554K Hold
6,178
– – 0.25% 80
2021
Q1 		$526K Sell
6,178
-2,135
-26% -$187K 0.26% 78
2020
Q4 		$729K Sell
8,313
-625
-7% -$51.2K 0.39% 62
2020
Q3 		$683K Hold
8,938
– – 0.41% 63
2020
Q2 		$602K Sell
8,938
-715
-7% -$44.6K 0.35% 69
2020
Q1 		$521K Sell
9,653
-1,169
-11% -$73.2K 0.38% 69
2019
Q4 		$696K Buy
10,822
+1
+0% +$62 0.47% 57
2019
Q3 		$659K Buy
10,821
+1
+0% +$62 0.48% 59
2019
Q2 		$653K Sell
10,820
-1,800
-14% -$105K 0.47% 59
2019
Q1 		$715K Buy
12,620
+533
+4% +$28.4K 0.52% 59
2018
Q4 		$586K Buy
12,087
+1
+0% +$52 0.49% 60
2018
Q3 		$1.42K Sell
12,086
-170
-1% -$9.87K 0.79% 32
2018
Q2 		$678K Sell
12,256
-243
-2% -$13.3K 0.5% 57
2018
Q1 		$658K Sell
12,499
-3,039
-20% -$163K 0.49% 59
2017
Q4 		$802K Sell
15,538
-2,966
-16% -$151K 0.59% 54
2017
Q3 		$899K Sell
18,504
-809
-4% -$38.8K 0.77% 43
2017
Q2 		$904K Sell
19,313
-169
-0.9% -$7.79K 0.82% 45
2017
Q1 		$882K Sell
19,482
-2,580
-12% -$114K 0.85% 44
2016
Q4 		$927K Sell
22,062
-7,476
-25% -$313K 0.91% 44
2016
Q3 		$1.25M Sell
29,538
-4,097
-12% -$175K 0.71% 47
2016
Q2 		$1.42M Sell
33,635
-5,170
-13% -$213K 1.41% 23
2016
Q1 		$1.6M Buy
38,805
+2,192
+6% +$85.1K 1.05% 32
2015
Q4 		$1.52M Buy
36,613
+1,560
+4% +$65.4K 1.83% 13
2015
Q3 		$1.41M Buy
35,053
+3,606
+11% +$154K 1.84% 11
2015
Q2 		$1.36M Buy
31,447
+11,211
+55% +$487K 1.63% 12
2015
Q1 		$876K Buy
20,236
+7,713
+62% +$326K 0.96% 37
2014
Q4 		$516K Buy
+12,523
New +$502K 0.59% 62

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

Investment Partners's PDP Position: Q3 2021 in Review

Investment Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2021, closing a stake of 6,178 shares — an estimated $554K sold.

Investment Partners first reported a position in PDP in Q4 2014 and held it in 27 quarters. The position peaked at $1.6M in Q1 2016. 184 funds tracked by Wall St. Rank hold PDP as of Q3 2021.

  • Investment Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Investment Partners sold 6,178 Invesco Dorsey Wright Momentum ETF shares in Q3 2021, an estimated $554K.
  • Investment Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2014 and held it in 27 quarters.
  • Investment Partners's Invesco Dorsey Wright Momentum ETF position peaked at $1.6M in Q1 2016.
  • 184 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2021.

Based on Investment Partners's 13F filing for Q3 2021, filed 13 Oct 2021.