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

Sheets Smith 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
2023
Q4 		– Sell
-870
Closed -$67K – 449
2023
Q3 		$67K Buy
+870
New +$69.4K 0.01% 374

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sheets Smith Wealth Management's PDP Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2023, closing a stake of 870 shares — an estimated $67K sold.

Sheets Smith Wealth Management first reported a position in PDP in Q3 2023 and held it in 1 quarter. The position peaked at $67K in Q3 2023. 181 funds tracked by Wall St. Rank hold PDP as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 870 Invesco Dorsey Wright Momentum ETF shares in Q4 2023, an estimated $67K.
  • Sheets Smith Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $67K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.