Mariner Independent Advisor Network’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Mariner Independent Advisor Network’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
2018 Q2	–	Sell	-10,262	Closed	-$540K	–	270
2018 Q1	$540K	Hold	10,262	–	–	0.03%	282
2017 Q4	$530K	Sell	10,262 -140	-1%	-$7.11K	0.06%	238
2017 Q3	$506K	Hold	10,402	–	–	0.08%	132
2017 Q2	$487K	Buy	+10,402	New	+$480K	0.07%	160
2017 Q1	–	Sell	-10,402	Closed	-$437K	–	321
2016 Q4	$437K	Hold	10,402	–	–	0.07%	135
2016 Q3	$441K	Buy	+10,402	New	+$444K	0.06%	139
2015 Q1	–	Sell	-5,011	Closed	-$206K	–	138
2014 Q4	$206K	Buy	+5,011	New	+$201K	0.1%	157

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's PDP Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2018, closing a stake of 10,262 shares — an estimated $540K sold.

Mariner Independent Advisor Network first reported a position in PDP in Q4 2014 and held it in 7 quarters. The position peaked at $540K in Q1 2018. 147 funds tracked by Wall St. Rank hold PDP as of Q2 2018.

Mariner Independent Advisor Network reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,262 Invesco Dorsey Wright Momentum ETF shares in Q2 2018, an estimated $540K.
Mariner Independent Advisor Network first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2014 and held it in 7 quarters.
Mariner Independent Advisor Network's Invesco Dorsey Wright Momentum ETF position peaked at $540K in Q1 2018.
147 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.