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

Krilogy Financial’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
2018
Q4 		– Sell
-53
Closed -$3K – 515
2018
Q3 		$3K Buy
+53
New +$3.08K ﹤0.01% 689
2018
Q2 		– Sell
-53
Closed -$3K – 490
2018
Q1 		$3K Hold
53
– – ﹤0.01% 660
2017
Q4 		$3K Hold
53
– – ﹤0.01% 656
2017
Q3 		$3K Hold
53
– – ﹤0.01% 706
2017
Q2 		$2K Buy
+53
New +$2.44K ﹤0.01% 669

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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

Krilogy Financial's PDP Position: Q4 2018 in Review

Krilogy Financial sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2018, closing a stake of 53 shares — an estimated $3K sold.

Krilogy Financial first reported a position in PDP in Q2 2017 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 155 funds tracked by Wall St. Rank hold PDP as of Q4 2018.

  • Krilogy Financial reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 53 Invesco Dorsey Wright Momentum ETF shares in Q4 2018, an estimated $3K.
  • Krilogy Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2017 and held it in 5 quarters.
  • Krilogy Financial's Invesco Dorsey Wright Momentum ETF position peaked at $3K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.