Regal Investment Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Regal Investment 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
2015 Q4	–	Sell	-305	Closed	-$12K	–	702
2015 Q3	$12K	Sell	305 -200	-40%	-$8.53K	﹤0.01%	655
2015 Q2	$21K	Hold	505	–	–	0.01%	548
2015 Q1	$22K	Buy	505 +315	+166%	+$13.3K	0.01%	550
2014 Q4	$8K	Hold	190	–	–	﹤0.01%	669
2014 Q3	$7K	Hold	190	–	–	﹤0.01%	750
2014 Q2	$7K	Hold	190	–	–	﹤0.01%	726
2014 Q1	$7K	Buy	+190	New	+$7.04K	﹤0.01%	699

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PFS

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

Regal Investment Advisors's PDP Position: Q4 2015 in Review

Regal Investment Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2015, closing a stake of 305 shares — an estimated $12K sold.

Regal Investment Advisors first reported a position in PDP in Q1 2014 and held it in 7 quarters. The position peaked at $22K in Q1 2015. 124 funds tracked by Wall St. Rank hold PDP as of Q4 2015.

Regal Investment Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 305 Invesco Dorsey Wright Momentum ETF shares in Q4 2015, an estimated $12K.
Regal Investment Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2014 and held it in 7 quarters.
Regal Investment Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $22K in Q1 2015.
124 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.