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

Kingswood Wealth 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
Q1 		– Sell
-20,787
Closed -$254K – 679
2023
Q4 		$254K Buy
+20,787
New +$1.65M 0.03% 520

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingswood Wealth Advisors's PDP Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2024, closing a stake of 20,787 shares — an estimated $254K sold.

Kingswood Wealth Advisors first reported a position in PDP in Q4 2023 and held it in 1 quarter. The position peaked at $254K in Q4 2023. 195 funds tracked by Wall St. Rank hold PDP as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 20,787 Invesco Dorsey Wright Momentum ETF shares in Q1 2024, an estimated $254K.
  • Kingswood Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $254K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.