SeaCrest Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

SeaCrest Wealth Management’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 Q2	–	Sell	-1,301	Closed	-$74K	–	1459
2019 Q1	$74K	Hold	1,301	–	–	0.01%	804
2018 Q4	$63K	Hold	1,301	–	–	0.01%	823
2018 Q3	$78K	Hold	1,301	–	–	0.01%	845
2018 Q2	$72K	Sell	1,301 -30	-2%	-$1.64K	0.01%	835
2018 Q1	$70K	Hold	1,331	–	–	0.01%	829
2017 Q4	$69K	Buy	+1,331	New	+$67.6K	0.01%	845

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

PFS

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

SeaCrest Wealth Management's PDP Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2019, closing a stake of 1,301 shares — an estimated $74K sold.

SeaCrest Wealth Management first reported a position in PDP in Q4 2017 and held it in 6 quarters. The position peaked at $78K in Q3 2018. 153 funds tracked by Wall St. Rank hold PDP as of Q2 2019.

SeaCrest Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 1,301 Invesco Dorsey Wright Momentum ETF shares in Q2 2019, an estimated $74K.
SeaCrest Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $78K in Q3 2018.
153 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.