Kings Point Capital Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Kings Point Capital 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
2022 Q1	$11K	Hold	141	–	–	﹤0.01%	562
2021 Q4	$13K	Hold	141	–	–	﹤0.01%	603
2021 Q3	$13K	Hold	141	–	–	﹤0.01%	537
2021 Q2	$13K	Hold	141	–	–	﹤0.01%	513
2021 Q1	$12K	Hold	141	–	–	﹤0.01%	516
2020 Q4	$12K	Hold	141	–	–	﹤0.01%	483
2020 Q3	$11K	Buy	+141	New	+$10.4K	﹤0.01%	471

Other funds holding PDP

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Kings Point Capital Management's PDP Position: Q1 2022 in Review

Kings Point Capital Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2022 at 141 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Kings Point Capital Management first reported a position in PDP in Q3 2020 and has held it in 7 quarters since. The position peaked at $13K in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

Kings Point Capital Management held 141 shares of Invesco Dorsey Wright Momentum ETF worth $11K as of Q1 2022.
Kings Point Capital Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2022.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #562 holding.
Kings Point Capital Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2020 and has held it in 7 quarters since.
Kings Point Capital Management's Invesco Dorsey Wright Momentum ETF position peaked at $13K in Q4 2021.
183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.