LFG
PDP icon

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

LifePlan Financial Group’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
2020
Q3 		$123K Hold
1,615
– – 0.05% 170
2020
Q2 		$109K Hold
1,615
– – 0.05% 174
2020
Q1 		$87K Hold
1,615
– – 0.05% 175
2019
Q4 		$104K Hold
1,615
– – 0.05% 182
2019
Q3 		$98K Sell
1,615
-86
-5% -$5.3K 0.05% 184
2019
Q2 		$103K Sell
1,701
-1,437
-46% -$83.9K 0.05% 173
2019
Q1 		$178K Sell
3,138
-2,384
-43% -$127K 0.09% 134
2018
Q4 		$268K Hold
5,522
– – 0.17% 101
2018
Q3 		$329K Hold
5,522
– – 0.18% 95
2018
Q2 		$306K Buy
5,522
+54
+1% +$2.96K 0.17% 93
2018
Q1 		$288K Sell
5,468
-631
-10% -$33.8K 0.17% 94
2017
Q4 		$296K Hold
6,099
– – 0.19% 91
2017
Q3 		$296K Hold
6,099
– – 0.19% 91
2017
Q2 		$286K Sell
6,099
-1,897
-24% -$87.5K 0.2% 88
2017
Q1 		$362K Sell
7,996
-20,410
-72% -$900K 0.25% 77
2016
Q4 		$1.19M Sell
28,406
-21,136
-43% -$884K 0.84% 42
2016
Q3 		$2.1M Sell
49,542
-9,091
-16% -$388K 1.44% 30
2016
Q2 		$2.47M Sell
58,633
-4,115
-7% -$169K 1.7% 23
2016
Q1 		$2.56M Sell
62,748
-2,975
-5% -$115K 1.82% 21
2015
Q4 		$2.72M Sell
65,723
-1,585
-2% -$66.5K 1.93% 21
2015
Q3 		$2.7M Buy
67,308
+31,160
+86% +$1.33M 1.96% 21
2015
Q2 		$1.56M Buy
+36,148
New +$1.57M 1.04% 33
2014
Q2 		– Sell
-302
Closed -$11K – 168
2014
Q1 		$11K Hold
302
– – 0.01% 173
2013
Q4 		$11K Hold
302
– – 0.01% 154
2013
Q3 		$10K Buy
+302
New +$9.94K 0.01% 150

Other funds holding PDP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
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

LifePlan Financial Group's PDP Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2020 at 1,615 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #170.

LifePlan Financial Group first reported a position in PDP in Q3 2013 and has held it in 25 quarters since. The position peaked at $2.72M in Q4 2015. 161 funds tracked by Wall St. Rank hold PDP as of Q3 2020.

  • LifePlan Financial Group held 1,615 shares of Invesco Dorsey Wright Momentum ETF worth $123K as of Q3 2020.
  • LifePlan Financial Group left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2020.
  • Invesco Dorsey Wright Momentum ETF made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #170 holding.
  • LifePlan Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2013 and has held it in 25 quarters since.
  • LifePlan Financial Group's Invesco Dorsey Wright Momentum ETF position peaked at $2.72M in Q4 2015.
  • 161 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.