MassMutual Private Wealth & Trust’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

MassMutual Private Wealth & Trust’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
2023 Q4	–	Sell	-503	Closed	-$38.7K	–	2054
2023 Q3	$38.7K	Hold	503	–	–	﹤0.01%	653
2023 Q2	$40.8K	Hold	503	–	–	﹤0.01%	589
2023 Q1	$38.2K	Hold	503	–	–	﹤0.01%	576
2022 Q4	$36K	Hold	503	–	–	﹤0.01%	524
2022 Q3	$34K	Hold	503	–	–	﹤0.01%	510
2022 Q2	$34K	Hold	503	–	–	﹤0.01%	502
2022 Q1	$41K	Hold	503	–	–	﹤0.01%	494
2021 Q4	$48K	Hold	503	–	–	﹤0.01%	486
2021 Q3	$45K	Hold	503	–	–	﹤0.01%	496
2021 Q2	$45K	Buy	+503	New	+$43.5K	﹤0.01%	489

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

RJA

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

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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS

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

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

MassMutual Private Wealth & Trust's PDP Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2023, closing a stake of 503 shares — an estimated $38.7K sold.

MassMutual Private Wealth & Trust first reported a position in PDP in Q2 2021 and held it in 10 quarters. The position peaked at $48K in Q4 2021. 181 funds tracked by Wall St. Rank hold PDP as of Q4 2023.

MassMutual Private Wealth & Trust reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 503 Invesco Dorsey Wright Momentum ETF shares in Q4 2023, an estimated $38.7K.
MassMutual Private Wealth & Trust first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2021 and held it in 10 quarters.
MassMutual Private Wealth & Trust's Invesco Dorsey Wright Momentum ETF position peaked at $48K in Q4 2021.
181 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.