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Nations Financial Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Nations Financial Group’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
Q1 		– Sell
-60,786
Closed -$5.75M – 556
2021
Q4 		$5.75M Buy
60,786
+27,838
+84% +$2.64M 0.76% 24
2021
Q3 		$2.95M Buy
32,948
+30,708
+1,371% +$2.82M 0.45% 44
2021
Q2 		$201K Buy
+2,240
New +$194K 0.03% 391

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nations Financial Group's PDP Position: Q1 2022 in Review

Nations Financial Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 60,786 shares — an estimated $5.75M sold.

Nations Financial Group first reported a position in PDP in Q2 2021 and held it in 3 quarters. The position peaked at $5.75M in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

  • Nations Financial Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Nations Financial Group sold 60,786 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $5.75M.
  • Nations Financial Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2021 and held it in 3 quarters.
  • Nations Financial Group's Invesco Dorsey Wright Momentum ETF position peaked at $5.75M in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Nations Financial Group's 13F filing for Q1 2022, filed 13 May 2022.