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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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.