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Oxler Private Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Oxler Private Wealth’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
-340
Closed -$38.4K – 271
2022
Q3 		$38.4K Buy
+340
New +$24.8K 0.02% 228

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oxler Private Wealth's PDP Position: Q4 2022 in Review

Oxler Private Wealth sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2022, closing a stake of 340 shares — an estimated $38.4K sold.

Oxler Private Wealth first reported a position in PDP in Q3 2022 and held it in 1 quarter. The position peaked at $38.4K in Q3 2022. 182 funds tracked by Wall St. Rank hold PDP as of Q4 2022.

  • Oxler Private Wealth reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 340 Invesco Dorsey Wright Momentum ETF shares in Q4 2022, an estimated $38.4K.
  • Oxler Private Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's Invesco Dorsey Wright Momentum ETF position peaked at $38.4K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.