Swaine & Leidel Wealth Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Swaine & Leidel Wealth 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
2022 Q1	$453K	Buy	+453	New	+$36.8K	0.35%	46
2021 Q3	$675K	Buy	+7,548	New	+$694K	0.6%	36
2021 Q1	$453K	Buy	5,321 +311	+6%	+$27.2K	0.29%	53
2020 Q4	$440K	Buy	5,010 +217	+5%	+$17.8K	0.32%	51
2020 Q3	$366K	Buy	4,793 +942	+24%	+$69.4K	0.36%	44
2020 Q2	$259K	Buy	+3,851	New	+$240K	0.26%	45
2020 Q1	–	Sell	-4,153	Closed	-$267K	–	61
2019 Q4	$267K	Sell	4,153 -2,703	-39%	-$168K	0.22%	51
2019 Q3	$418K	Buy	6,856 +400	+6%	+$24.7K	0.38%	46
2019 Q2	$389K	Hold	6,456	–	–	0.42%	41
2019 Q1	$366K	Buy	6,456 +1,795	+39%	+$95.6K	0.46%	38
2018 Q4	$255K	Buy	+4,661	New	+$245K	0.41%	38

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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 $1.55T AUM 33.47% 1-Year Est. Return

Swaine & Leidel Wealth Services's PDP Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2022: 453 shares worth $453K. The stake represents 0.35% of the portfolio and ranks #46 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in PDP as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in PDP in Q4 2018 and has held it in 11 quarters since. The position peaked at $675K in Q3 2021. 183 funds tracked by Wall St. Rank hold PDP as of Q1 2022.

Swaine & Leidel Wealth Services held 453 shares of Invesco Dorsey Wright Momentum ETF worth $453K as of Q1 2022.
Invesco Dorsey Wright Momentum ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
Invesco Dorsey Wright Momentum ETF made up 0.35% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #46 holding.
Swaine & Leidel Wealth Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2018 and has held it in 11 quarters since.
Swaine & Leidel Wealth Services's Invesco Dorsey Wright Momentum ETF position peaked at $675K in Q3 2021.
183 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.