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Secure Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Secure Asset 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
2022
Q1 		– Sell
-2,450
Closed -$232K – 223
2021
Q4 		$232K Buy
+2,450
New +$232K 0.09% 178

Other funds holding PDP

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
Commonwealth Equity Services
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Secure Asset Management's PDP Position: Q1 2022 in Review

Secure Asset Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 2,450 shares — an estimated $232K sold.

Secure Asset Management first reported a position in PDP in Q4 2021 and held it in 1 quarter. The position peaked at $232K in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

  • Secure Asset Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Secure Asset Management sold 2,450 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $232K.
  • Secure Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2021 and held it in 1 quarter.
  • Secure Asset Management's Invesco Dorsey Wright Momentum ETF position peaked at $232K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Secure Asset Management's 13F filing for Q1 2022, filed 19 Apr 2022.