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Northwest Financial Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-590
Closed -$60.9K – 404
2024
Q3 		$60.9K Buy
+590
New +$58.2K 0.05% 203
2024
Q1 		– Sell
-590
Closed -$50.4K – 384
2023
Q4 		$50.4K Buy
+590
New +$46.9K 0.04% 205

Other funds holding PDP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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

Northwest Financial Advisors's PDP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2024, closing a stake of 590 shares — an estimated $60.9K sold.

Northwest Financial Advisors first reported a position in PDP in Q4 2023 and held it in 2 quarters. The position peaked at $60.9K in Q3 2024. 208 funds tracked by Wall St. Rank hold PDP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 590 Invesco Dorsey Wright Momentum ETF shares in Q4 2024, an estimated $60.9K.
  • Northwest Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $60.9K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.