Salem Investment Counselors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Salem Investment Counselors’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
2023 Q3	–	Sell	-150	Closed	-$12.2K	–	1155
2023 Q2	$12.2K	Hold	150	–	–	﹤0.01%	795
2023 Q1	$11.4K	Hold	150	–	–	﹤0.01%	790
2022 Q4	$10.7K	Hold	150	–	–	﹤0.01%	767
2022 Q3	$10K	Hold	150	–	–	﹤0.01%	761
2022 Q2	$10K	Hold	150	–	–	﹤0.01%	785
2022 Q1	$12K	Hold	150	–	–	﹤0.01%	729
2021 Q4	$14K	Hold	150	–	–	﹤0.01%	776
2021 Q3	$13K	Hold	150	–	–	﹤0.01%	726
2021 Q2	$13K	Hold	150	–	–	﹤0.01%	684
2021 Q1	$13K	Hold	150	–	–	﹤0.01%	650
2020 Q4	$13K	Buy	+150	New	+$12.3K	﹤0.01%	623

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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

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

Salem Investment Counselors's PDP Position: Q3 2023 in Review

Salem Investment Counselors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2023, closing a stake of 150 shares — an estimated $12.2K sold.

Salem Investment Counselors first reported a position in PDP in Q4 2020 and held it in 11 quarters. The position peaked at $14K in Q4 2021. 172 funds tracked by Wall St. Rank hold PDP as of Q3 2023.

Salem Investment Counselors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2023 after selling out during the quarter.
Salem Investment Counselors sold 150 Invesco Dorsey Wright Momentum ETF shares in Q3 2023, an estimated $12.2K.
Salem Investment Counselors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and held it in 11 quarters.
Salem Investment Counselors's Invesco Dorsey Wright Momentum ETF position peaked at $14K in Q4 2021.
172 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.