Parkside Financial Bank & Trust’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Parkside Financial Bank & Trust’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	-394	Closed	-$27K	–	2040
2022 Q3	$27K	Hold	394	–	–	0.01%	712
2022 Q2	$27K	Sell	394 -1,151	-74%	-$86.2K	0.01%	725
2022 Q1	$125K	Hold	1,545	–	–	0.03%	308
2021 Q4	$146K	Hold	1,545	–	–	0.04%	285
2021 Q3	$138K	Hold	1,545	–	–	0.04%	263
2021 Q2	$138K	Hold	1,545	–	–	0.04%	262
2021 Q1	$132K	Hold	1,545	–	–	0.04%	266
2020 Q4	$136K	Sell	1,545 -103	-6%	-$8.44K	0.04%	256
2020 Q3	$126K	Hold	1,648	–	–	0.04%	247
2020 Q2	$111K	Hold	1,648	–	–	0.04%	279
2020 Q1	$89K	Hold	1,648	–	–	0.03%	279
2019 Q4	$106K	Hold	1,648	–	–	0.03%	289
2019 Q3	$100K	Hold	1,648	–	–	0.03%	280
2019 Q2	$99K	Hold	1,648	–	–	0.03%	276
2019 Q1	$93K	Hold	1,648	–	–	0.03%	269
2018 Q4	$80K	Hold	1,648	–	–	0.03%	278
2018 Q3	$98K	Hold	1,648	–	–	0.03%	257
2018 Q2	$91K	Hold	1,648	–	–	0.03%	256
2018 Q1	$87K	Hold	1,648	–	–	0.03%	257
2017 Q4	$85K	Hold	1,648	–	–	0.03%	261
2017 Q3	$80K	Sell	1,648 -739	-31%	-$35.4K	0.03%	257
2017 Q2	$112K	Buy	2,387 +842	+54%	+$38.8K	0.05%	195
2017 Q1	$70K	Hold	1,545	–	–	0.03%	265
2016 Q4	$65K	Hold	1,545	–	–	0.03%	294
2016 Q3	$66K	Hold	1,545	–	–	0.03%	311
2016 Q2	$65K	Sell	1,545 -2,115	-58%	-$87K	0.03%	288
2016 Q1	$149K	Buy	3,660 +1,190	+48%	+$46.2K	0.08%	175
2015 Q4	$102K	Buy	+2,470	New	+$104K	0.05%	223

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

Parkside Financial Bank & Trust's PDP Position: Q4 2022 in Review

Parkside Financial Bank & Trust sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2022, closing a stake of 394 shares — an estimated $27K sold.

Parkside Financial Bank & Trust first reported a position in PDP in Q4 2015 and held it in 28 quarters. The position peaked at $149K in Q1 2016. 182 funds tracked by Wall St. Rank hold PDP as of Q4 2022.

Parkside Financial Bank & Trust reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2022 after selling out during the quarter.
Parkside Financial Bank & Trust sold 394 Invesco Dorsey Wright Momentum ETF shares in Q4 2022, an estimated $27K.
Parkside Financial Bank & Trust first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2015 and held it in 28 quarters.
Parkside Financial Bank & Trust's Invesco Dorsey Wright Momentum ETF position peaked at $149K in Q1 2016.
182 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2022, filed 14 Feb 2023.