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Lunt Capital Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Lunt Capital Management’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
2024
Q3 		– Sell
-10,074
Closed -$986K – 94
2024
Q2 		$986K Sell
10,074
-9,953
-50% -$957K 0.49% 40
2024
Q1 		$1.98M Sell
20,027
-1,039
-5% -$94.8K 0.98% 25
2023
Q4 		$1.8M Buy
21,066
+886
+4% +$70.4K 0.93% 26
2023
Q3 		$1.55M Buy
+20,180
New +$1.61M 0.82% 28

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Lunt Capital Management's PDP Position: Q3 2024 in Review

Lunt Capital Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2024, closing a stake of 10,074 shares — an estimated $986K sold.

Lunt Capital Management first reported a position in PDP in Q3 2023 and held it in 4 quarters. The position peaked at $1.98M in Q1 2024. 189 funds tracked by Wall St. Rank hold PDP as of Q3 2024.

  • Lunt Capital Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Lunt Capital Management sold 10,074 Invesco Dorsey Wright Momentum ETF shares in Q3 2024, an estimated $986K.
  • Lunt Capital Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2023 and held it in 4 quarters.
  • Lunt Capital Management's Invesco Dorsey Wright Momentum ETF position peaked at $1.98M in Q1 2024.
  • 189 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2024.

Based on Lunt Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.