Ramiah Investment Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Ramiah Investment 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 Q1	–	Sell	-31,719	Closed	-$3M	–	74
2021 Q4	$3M	Sell	31,719 -1,581	-5%	-$150K	2.02%	8
2021 Q3	$2.98M	Buy	33,300 +613	+2%	+$56.4K	2.14%	11
2021 Q2	$2.93M	Buy	32,687 +140	+0.4%	+$12.1K	2.1%	9
2021 Q1	$2.77M	Buy	32,547 +1,839	+6%	+$161K	2.08%	10
2020 Q4	$2.69M	Buy	30,708 +689	+2%	+$56.5K	2.25%	8
2020 Q3	$2.29M	Sell	30,019 -301	-1%	-$22.2K	2.22%	7
2020 Q2	$2.04M	Sell	30,320 -3,325	-10%	-$208K	2.16%	10
2020 Q1	$1.82M	Sell	33,645 -1,650	-5%	-$103K	3.22%	10
2019 Q4	$2.27M	Buy	+35,295	New	+$2.19M	2.24%	10

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ramiah Investment Group's PDP Position: Q1 2022 in Review

Ramiah Investment Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 31,719 shares — an estimated $3M sold.

Ramiah Investment Group first reported a position in PDP in Q4 2019 and held it in 9 quarters. The position peaked at $3M in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

Ramiah Investment Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
Ramiah Investment Group sold 31,719 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $3M.
Ramiah Investment Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 9 quarters.
Ramiah Investment Group's Invesco Dorsey Wright Momentum ETF position peaked at $3M in Q4 2021.
183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Ramiah Investment Group's 13F filing for Q1 2022, filed 10 Feb 2025.