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Phoenix Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-600
Closed -$54K – 293
2021
Q3 		$54K Hold
600
– – 0.04% 187
2021
Q2 		$54K Hold
600
– – 0.04% 183
2021
Q1 		$52K Sell
600
-440
-42% -$38.6K 0.04% 186
2020
Q4 		$91K Buy
+1,040
New +$85.2K 0.07% 152

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Phoenix Wealth Advisors's PDP Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2021, closing a stake of 600 shares — an estimated $54K sold.

Phoenix Wealth Advisors first reported a position in PDP in Q4 2020 and held it in 4 quarters. The position peaked at $91K in Q4 2020. 202 funds tracked by Wall St. Rank hold PDP as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 600 Invesco Dorsey Wright Momentum ETF shares in Q4 2021, an estimated $54K.
  • Phoenix Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $91K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.