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Live Your Vision’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Live Your Vision’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
2019
Q1 		$1.17M Sell
20,013
-104
-0.5% -$5.54K 0.35% 35
2018
Q4 		$1.01M Buy
20,117
+3,150
+19% +$165K 0.34% 37
2018
Q3 		$1.01M Buy
16,967
+1,016
+6% +$59K 0.32% 36
2018
Q2 		$898K Buy
15,951
+1,570
+11% +$86K 0.3% 36
2018
Q1 		$777K Sell
14,381
-13
-0.1% -$696 0.26% 37
2017
Q4 		$785K Buy
14,394
+2,265
+19% +$115K 0.26% 41
2017
Q3 		$590K Buy
12,129
+1,149
+10% +$55.1K 0.21% 44
2017
Q2 		$528K Buy
10,980
+2,171
+25% +$100K 0.2% 44
2017
Q1 		$399K Buy
8,809
+2,570
+41% +$113K 0.16% 52
2016
Q4 		$262K Buy
6,239
+1,178
+23% +$49.3K 0.11% 57
2016
Q3 		$215K Sell
5,061
-3,015
-37% -$129K 0.09% 55
2016
Q2 		$340K Sell
8,076
-7
-0.1% -$288 0.16% 52
2016
Q1 		$330K Sell
8,083
-754
-9% -$29.3K 0.16% 50
2015
Q4 		$366K Sell
8,837
-640
-7% -$26.8K 0.18% 52
2015
Q3 		$381K Buy
9,477
+4,366
+85% +$186K 0.18% 49
2015
Q2 		$222K Buy
+5,111
New +$222K 0.1% 61

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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Live Your Vision's PDP Position: Q1 2019 in Review

Live Your Vision reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0.52% in Q1 2019, selling an estimated $5.54K and leaving 20,013 shares worth $1.17M. The position accounts for 0.35% of the portfolio, ranked #35.

Live Your Vision first reported a position in PDP in Q2 2015 and has held it in 16 quarters since. 157 funds tracked by Wall St. Rank hold PDP as of Q1 2019.

  • Live Your Vision held 20,013 shares of Invesco Dorsey Wright Momentum ETF worth $1.17M as of Q1 2019.
  • Live Your Vision sold 104 Invesco Dorsey Wright Momentum ETF shares in Q1 2019, an estimated $5.54K.
  • Invesco Dorsey Wright Momentum ETF made up 0.35% of Live Your Vision's portfolio in Q1 2019, its #35 holding.
  • Live Your Vision first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2015 and has held it in 16 quarters since.
  • 157 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.