SAG
PDP icon

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

Spotlight Asset 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
2020
Q3 		– Sell
-10,011
Closed -$674K – 163
2020
Q2 		$674K Buy
+10,011
New +$625K 0.28% 55

Other funds holding PDP

Citigroup
Citigroup New York $235B AUM 32.99% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spotlight Asset Group's PDP Position: Q3 2020 in Review

Spotlight Asset Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2020, closing a stake of 10,011 shares — an estimated $674K sold.

Spotlight Asset Group first reported a position in PDP in Q2 2020 and held it in 1 quarter. The position peaked at $674K in Q2 2020. 161 funds tracked by Wall St. Rank hold PDP as of Q3 2020.

  • Spotlight Asset Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • Spotlight Asset Group sold 10,011 Invesco Dorsey Wright Momentum ETF shares in Q3 2020, an estimated $674K.
  • Spotlight Asset Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2020 and held it in 1 quarter.
  • Spotlight Asset Group's Invesco Dorsey Wright Momentum ETF position peaked at $674K in Q2 2020.
  • 161 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2020.

Based on Spotlight Asset Group's 13F filing for Q3 2020, filed 30 Oct 2020.