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Milestone Advisory Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Milestone Advisory Partners’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
Q3 		$2.37M Buy
30,825
+1,262
+4% +$101K 1.97% 20
2023
Q2 		$2.4M Sell
29,563
-35,543
-55% -$2.7M 2.17% 16
2023
Q1 		$4.95M Sell
65,106
-251
-0.4% -$18.7K 4.56% 6
2022
Q4 		$4.64M Buy
65,357
+33,356
+104% +$2.43M 3.46% 9
2022
Q3 		$2.16M Sell
32,001
-10,562
-25% -$770K 1.62% 15
2022
Q2 		$2.92M Sell
42,563
-34,827
-45% -$2.61M 2.37% 13
2022
Q1 		$6.27M Sell
77,390
-2,589
-3% -$210K 3.38% 8
2021
Q4 		$7.56M Buy
79,979
+36,647
+85% +$3.48M 3.82% 6
2021
Q3 		$3.88M Buy
43,332
+1,359
+3% +$125K 2.28% 17
2021
Q2 		$3.76M Sell
41,973
-37,197
-47% -$3.22M 1.98% 18
2021
Q1 		$6.74M Sell
79,170
-960
-1% -$84.1K 3.61% 7
2020
Q4 		$7.03M Buy
80,130
+47,125
+143% +$3.86M 4.01% 6
2020
Q3 		$2.52M Sell
33,005
-2,397
-7% -$177K 1.57% 17
2020
Q2 		$2.38M Sell
35,402
-34,311
-49% -$2.14M 1.4% 19
2020
Q1 		$3.76M Sell
69,713
-15,059
-18% -$943K 2.61% 9
2019
Q4 		$5.46M Buy
84,772
+46,154
+120% +$2.87M 2.87% 11
2019
Q3 		$2.35M Buy
38,618
+3,269
+9% +$202K 1.32% 20
2019
Q2 		$2.13M Sell
35,349
-9,895
-22% -$578K 1.3% 19
2019
Q1 		$2.56M Buy
45,244
+1,982
+5% +$106K 1.65% 18
2018
Q4 		$2.08M Buy
43,262
+9,347
+28% +$491K 1.8% 15
2018
Q3 		$2.02M Buy
33,915
+2,216
+7% +$129K 1.43% 20
2018
Q2 		$1.75M Sell
31,699
-16,850
-35% -$922K 1.3% 20
2018
Q1 		$2.56M Buy
48,549
+2,307
+5% +$123K 1.91% 17
2017
Q4 		$2.39M Buy
+46,242
New +$2.35M 1.79% 20

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
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

Milestone Advisory Partners's PDP Position: Q3 2023 in Review

Milestone Advisory Partners increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 4.3% in Q3 2023, buying an estimated $101K and bringing the position to 30,825 shares worth $2.37M. The position accounts for 1.97% of the portfolio, ranked #20.

Milestone Advisory Partners first reported a position in PDP in Q4 2017 and has held it in 24 quarters since. The position peaked at $7.56M in Q4 2021. 172 funds tracked by Wall St. Rank hold PDP as of Q3 2023.

  • Milestone Advisory Partners held 30,825 shares of Invesco Dorsey Wright Momentum ETF worth $2.37M as of Q3 2023.
  • Milestone Advisory Partners bought 1,262 Invesco Dorsey Wright Momentum ETF shares in Q3 2023, an estimated $101K.
  • Invesco Dorsey Wright Momentum ETF made up 1.97% of Milestone Advisory Partners's portfolio in Q3 2023, its #20 holding.
  • Milestone Advisory Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and has held it in 24 quarters since.
  • Milestone Advisory Partners's Invesco Dorsey Wright Momentum ETF position peaked at $7.56M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.