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Orion Portfolio Solutions’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-45
Closed -$3K – 1569
2020
Q2 		$3K Hold
45
– – ﹤0.01% 1671
2020
Q1 		$2K Hold
45
– – ﹤0.01% 1609
2019
Q4 		$3K Buy
+45
New +$2.79K ﹤0.01% 1428

Other funds holding PDP

Citigroup
Citigroup New York $235B AUM 32.99% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's PDP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2020, closing a stake of 45 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in PDP in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 161 funds tracked by Wall St. Rank hold PDP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 45 Invesco Dorsey Wright Momentum ETF shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Invesco Dorsey Wright Momentum ETF position peaked at $3K in Q2 2020.
  • 161 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.