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

Retirement 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
2019
Q4 		$13K Buy
+100
New +$6.21K 0.01% 368

Other funds holding PDP

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's PDP Position: Q4 2019 in Review

Retirement Group opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2019: 100 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings.

175 funds tracked by Wall St. Rank hold PDP as of Q4 2019.

  • Retirement Group held 100 shares of Invesco Dorsey Wright Momentum ETF worth $13K as of Q4 2019.
  • Invesco Dorsey Wright Momentum ETF was a new Retirement Group position in Q4 2019.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Retirement Group's portfolio in Q4 2019, its #368 holding.
  • 175 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.