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Mine & Arao Wealth Creation & Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Mine & Arao Wealth Creation & 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
2020
Q1 		– Sell
-50
Closed -$3K – 241
2019
Q4 		$3K Buy
+50
New +$3.1K ﹤0.01% 225

Other funds holding PDP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's PDP Position: Q1 2020 in Review

Mine & Arao Wealth Creation & Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

Mine & Arao Wealth Creation & Management first reported a position in PDP in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 158 funds tracked by Wall St. Rank hold PDP as of Q1 2020.

  • Mine & Arao Wealth Creation & Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 50 Invesco Dorsey Wright Momentum ETF shares in Q1 2020, an estimated $3K.
  • Mine & Arao Wealth Creation & Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Invesco Dorsey Wright Momentum ETF position peaked at $3K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2020.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2020, filed 13 May 2020.