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

Lenox 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
2022 Q1	$32K	Hold	400	–	–	﹤0.01%	311
2021 Q4	$38K	Hold	400	–	–	﹤0.01%	294
2021 Q3	$36K	Hold	400	–	–	﹤0.01%	282
2021 Q2	$36K	Hold	400	–	–	﹤0.01%	278
2021 Q1	$34K	Hold	400	–	–	﹤0.01%	237
2020 Q4	$35K	Hold	400	–	–	0.01%	238
2020 Q3	$31K	Buy	+400	New	+$29.5K	﹤0.01%	222

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 $79.5B AUM 27.1% 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 $1.35B AUM 34.37% 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

Lenox Wealth Advisors's PDP Position: Q1 2022 in Review

Lenox Wealth Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2022 at 400 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Lenox Wealth Advisors first reported a position in PDP in Q3 2020 and has held it in 7 quarters since. The position peaked at $38K in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

Lenox Wealth Advisors held 400 shares of Invesco Dorsey Wright Momentum ETF worth $32K as of Q1 2022.
Lenox Wealth Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2022.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #311 holding.
Lenox Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2020 and has held it in 7 quarters since.
Lenox Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $38K in Q4 2021.
183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.