O'Dell Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

O'Dell 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 Q4	–	Sell	-234	Closed	-$16K	–	299
2022 Q3	$16K	Hold	234	–	–	0.01%	251
2022 Q2	$16K	Hold	234	–	–	0.01%	244
2022 Q1	$19K	Hold	234	–	–	0.01%	258
2021 Q4	$22K	Hold	234	–	–	0.01%	229
2021 Q3	$21K	Buy	+234	New	+$21.5K	0.01%	230

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

O'Dell Group's PDP Position: Q4 2022 in Review

O'Dell Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2022, closing a stake of 234 shares — an estimated $16K sold.

O'Dell Group first reported a position in PDP in Q3 2021 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 182 funds tracked by Wall St. Rank hold PDP as of Q4 2022.

O'Dell Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2022 after selling out during the quarter.
O'Dell Group sold 234 Invesco Dorsey Wright Momentum ETF shares in Q4 2022, an estimated $16K.
O'Dell Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2021 and held it in 5 quarters.
O'Dell Group's Invesco Dorsey Wright Momentum ETF position peaked at $22K in Q4 2021.
182 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2022.

Based on O'Dell Group's 13F filing for Q4 2022, filed 14 Feb 2023.