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McAdam LLC’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

McAdam LLC’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
Q4 		– Sell
-340
Closed -$20K – 443
2018
Q3 		$20K Hold
340
– – 0.01% 255
2018
Q2 		$19K Hold
340
– – 0.01% 248
2018
Q1 		$18K Buy
+340
New +$18.2K 0.01% 257

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Bank of America
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

McAdam LLC's PDP Position: Q4 2018 in Review

McAdam LLC sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2018, closing a stake of 340 shares — an estimated $20K sold.

McAdam LLC first reported a position in PDP in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 155 funds tracked by Wall St. Rank hold PDP as of Q4 2018.

  • McAdam LLC reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 340 Invesco Dorsey Wright Momentum ETF shares in Q4 2018, an estimated $20K.
  • McAdam LLC first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Invesco Dorsey Wright Momentum ETF position peaked at $20K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.