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Jackson Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Jackson Wealth Management’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
2015
Q4 		– Sell
-7,581
Closed -$305K – 101
2015
Q3 		$305K Buy
7,581
+1,292
+21% +$55.1K 0.11% 88
2015
Q2 		$269K Buy
6,289
+149
+2% +$6.47K 0.09% 96
2015
Q1 		$267K Buy
+6,140
New +$260K 0.09% 100

Other funds holding PDP

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jackson Wealth Management's PDP Position: Q4 2015 in Review

Jackson Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2015, closing a stake of 7,581 shares — an estimated $305K sold.

Jackson Wealth Management first reported a position in PDP in Q1 2015 and held it in 3 quarters. The position peaked at $305K in Q3 2015. 124 funds tracked by Wall St. Rank hold PDP as of Q4 2015.

  • Jackson Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 7,581 Invesco Dorsey Wright Momentum ETF shares in Q4 2015, an estimated $305K.
  • Jackson Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2015 and held it in 3 quarters.
  • Jackson Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $305K in Q3 2015.
  • 124 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2015.

Based on Jackson Wealth Management's 13F filing for Q4 2015, filed 4 Feb 2016.