Lloyd Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Lloyd Advisory Services’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
2026 Q1	–	Sell	-11,865	Closed	-$1.38M	–	1000
2025 Q4	$1.38M	Buy	+11,865	New	+$1.4M	0.54%	34
2022 Q2	–	Sell	-42	Closed	-$3K	–	430
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	486
2021 Q4	$4K	Sell	42 -45,344	-100%	-$4.3M	﹤0.01%	358
2021 Q3	$4.06M	Buy	+45,386	New	+$4.17M	2.09%	11
2021 Q1	–	Sell	-40	Closed	-$4K	–	408
2020 Q4	$4K	Sell	40 -23,952	-100%	-$1.96M	﹤0.01%	279
2020 Q3	$1.83M	Buy	+23,992	New	+$1.77M	1.11%	11

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return