Squar Milner Financial Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-405	Closed	-$21K	–	555
2020 Q1	$21K	Hold	405	–	–	0.01%	463
2019 Q4	$26K	Buy	+405	New	+$25.1K	0.01%	480
2019 Q3	–	Sell	-405	Closed	-$24K	–	565
2019 Q2	$24K	Hold	405	–	–	0.02%	441
2019 Q1	$22K	Hold	405	–	–	0.02%	416
2018 Q4	$20K	Hold	405	–	–	0.02%	395
2018 Q3	$24K	Buy	+405	New	+$23.5K	0.02%	392

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Squar Milner Financial Services's PDP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2020, closing a stake of 405 shares — an estimated $21K sold.

Squar Milner Financial Services first reported a position in PDP in Q3 2018 and held it in 6 quarters. The position peaked at $26K in Q4 2019. 158 funds tracked by Wall St. Rank hold PDP as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 405 Invesco Dorsey Wright Momentum ETF shares in Q2 2020, an estimated $21K.
Squar Milner Financial Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Invesco Dorsey Wright Momentum ETF position peaked at $26K in Q4 2019.
158 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.