SG
PDP icon

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

StoneX 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
2022
Q1 		– Sell
-3,600
Closed -$340K – 610
2021
Q4 		$340K Hold
3,600
– – 0.04% 373
2021
Q3 		$322K Sell
3,600
-7
-0.2% -$644 0.05% 344
2021
Q2 		$323K Buy
3,607
+544
+18% +$47.1K 0.05% 338
2021
Q1 		$261K Hold
3,063
– – 0.05% 336
2020
Q4 		$269K Buy
3,063
+64
+2% +$5.25K 0.06% 285
2020
Q3 		$229K Hold
2,999
– – 0.07% 275
2020
Q2 		$202K Buy
+2,999
New +$187K 0.08% 276
2020
Q1 		– Sell
-3,538
Closed -$228K – 300
2019
Q4 		$228K Sell
3,538
-742
-17% -$46.1K 0.09% 263
2019
Q3 		$261K Buy
4,280
+1
+0% +$62 0.16% 192
2019
Q2 		$258K Sell
4,279
-458
-10% -$26.7K 0.17% 192
2019
Q1 		$268K Buy
+4,737
New +$252K 0.2% 179
2018
Q4 		– Sell
-3,903
Closed -$233K – 229
2018
Q3 		$233K Buy
3,903
+199
+5% +$11.5K 0.17% 201
2018
Q2 		$205K Sell
3,704
-201
-5% -$11K 0.18% 215
2018
Q1 		$206K Buy
+3,905
New +$209K 0.2% 203

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

StoneX Group's PDP Position: Q1 2022 in Review

StoneX Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022, closing a stake of 3,600 shares — an estimated $340K sold.

StoneX Group first reported a position in PDP in Q1 2018 and held it in 14 quarters. The position peaked at $340K in Q4 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

  • StoneX Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • StoneX Group sold 3,600 Invesco Dorsey Wright Momentum ETF shares in Q1 2022, an estimated $340K.
  • StoneX Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2018 and held it in 14 quarters.
  • StoneX Group's Invesco Dorsey Wright Momentum ETF position peaked at $340K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on StoneX Group's 13F filing for Q1 2022, filed 11 May 2022.