MinichMacGregor Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

MinichMacGregor Wealth 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
2022 Q4	–	Sell	-66,423	Closed	-$4.49M	–	698
2022 Q3	$4.49M	Buy	+66,423	New	+$4.84M	1.79%	18
2022 Q2	–	Sell	-3,057	Closed	-$247K	–	90
2022 Q1	$247K	Sell	3,057 -899	-23%	-$73K	0.08%	77
2021 Q4	$373K	Buy	3,956 +135	+4%	+$12.8K	0.11%	67
2021 Q3	$341K	Hold	3,821	–	–	0.11%	59
2021 Q2	$342K	Sell	3,821 -183	-5%	-$15.8K	0.12%	61
2021 Q1	$340K	Buy	4,004 +1,256	+46%	+$110K	0.13%	63
2020 Q4	$241K	Sell	2,748 -25,176	-90%	-$2.06M	0.1%	73
2020 Q3	$2.13M	Buy	27,924 +24,424	+698%	+$1.8M	1.01%	26
2020 Q2	$235K	Buy	+3,500	New	+$218K	0.13%	53
2020 Q1	–	Sell	-3,729	Closed	-$240K	–	102
2019 Q4	$240K	Buy	3,729 +348	+10%	+$21.6K	0.13%	49
2019 Q3	$205K	Sell	3,381 -25	-0.7%	-$1.54K	0.14%	48
2019 Q2	$206K	Sell	3,406 -177	-5%	-$10.3K	0.14%	44
2019 Q1	$204K	Buy	+3,583	New	+$191K	0.15%	44
2018 Q4	–	Sell	-4,467	Closed	-$265K	–	373
2018 Q3	$265K	Sell	4,467 -612	-12%	-$35.5K	0.17%	34
2018 Q2	$282K	Buy	+5,079	New	+$278K	0.2%	37

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MinichMacGregor Wealth Management's PDP Position: Q4 2022 in Review

MinichMacGregor Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2022, closing a stake of 66,423 shares — an estimated $4.49M sold.

MinichMacGregor Wealth Management first reported a position in PDP in Q2 2018 and held it in 15 quarters. The position peaked at $4.49M in Q3 2022. 182 funds tracked by Wall St. Rank hold PDP as of Q4 2022.

MinichMacGregor Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2022 after selling out during the quarter.
MinichMacGregor Wealth Management sold 66,423 Invesco Dorsey Wright Momentum ETF shares in Q4 2022, an estimated $4.49M.
MinichMacGregor Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2018 and held it in 15 quarters.
MinichMacGregor Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $4.49M in Q3 2022.
182 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2022.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.