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Koesten Hirschmann & Crabtree’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q2 		– Sell
-230
Closed -$17.5K – 230
2023
Q1 		$17.5K Buy
+230
New +$17.1K 0.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koesten Hirschmann & Crabtree's PDP Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2023, closing a stake of 230 shares — an estimated $17.5K sold.

Koesten Hirschmann & Crabtree first reported a position in PDP in Q1 2023 and held it in 1 quarter. The position peaked at $17.5K in Q1 2023. 172 funds tracked by Wall St. Rank hold PDP as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 230 Invesco Dorsey Wright Momentum ETF shares in Q2 2023, an estimated $17.5K.
  • Koesten Hirschmann & Crabtree first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Invesco Dorsey Wright Momentum ETF position peaked at $17.5K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.