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

JNBA Financial 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
2024 Q4	–	Sell	-59	Closed	-$6.09K	–	664
2024 Q3	$6.09K	Buy	+59	New	+$5.82K	﹤0.01%	534
2018 Q4	–	Sell	-1,009	Closed	-$60K	–	677
2018 Q3	$60K	Sell	1,009 -1,814	-64%	-$105K	0.03%	214
2018 Q2	$156K	Hold	2,823	–	–	0.03%	142
2018 Q1	$149K	Hold	2,823	–	–	0.03%	143
2017 Q4	$146K	Hold	2,823	–	–	0.03%	142
2017 Q3	$137K	Hold	2,823	–	–	0.03%	143
2017 Q2	$132K	Hold	2,823	–	–	0.03%	146
2017 Q1	$128K	Hold	2,823	–	–	0.03%	148
2016 Q4	$119K	Buy	+2,823	New	+$118K	0.03%	153
2016 Q3	–	Sell	-3,423	Closed	-$144K	–	1643
2016 Q2	$144K	Hold	3,423	–	–	0.04%	144
2016 Q1	$140K	Sell	3,423 -377	-10%	-$14.6K	0.05%	127
2015 Q4	$157K	Hold	3,800	–	–	0.06%	119
2015 Q3	$153K	Hold	3,800	–	–	0.07%	107
2015 Q2	$164K	Hold	3,800	–	–	0.06%	103
2015 Q1	$165K	Sell	3,800 -1,200	-24%	-$50.8K	0.06%	104
2014 Q4	$205K	Hold	5,000	–	–	0.08%	92
2014 Q3	$197K	Buy	+5,000	New	+$197K	0.09%	92

Other funds holding PDP

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JNBA Financial Advisors's PDP Position: Q4 2024 in Review

JNBA Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2024, closing a stake of 59 shares — an estimated $6.09K sold.

JNBA Financial Advisors first reported a position in PDP in Q3 2014 and held it in 17 quarters. The position peaked at $205K in Q4 2014. 208 funds tracked by Wall St. Rank hold PDP as of Q4 2024.

JNBA Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2024 after selling out during the quarter.
JNBA Financial Advisors sold 59 Invesco Dorsey Wright Momentum ETF shares in Q4 2024, an estimated $6.09K.
JNBA Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2014 and held it in 17 quarters.
JNBA Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $205K in Q4 2014.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2024.

Based on JNBA Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.