Tallon Kerry Patrick’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Tallon Kerry Patrick’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
2024 Q4	$216K	Buy	+2,000	New	+$220K	0.21%	87

Other funds holding PDP

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Tallon Kerry Patrick's PDP Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2024: 2,000 shares worth $216K. The stake represents 0.21% of the portfolio and ranks #87 among its holdings.

208 funds tracked by Wall St. Rank hold PDP as of Q4 2024.

Tallon Kerry Patrick held 2,000 shares of Invesco Dorsey Wright Momentum ETF worth $216K as of Q4 2024.
Invesco Dorsey Wright Momentum ETF was a new Tallon Kerry Patrick position in Q4 2024.
Invesco Dorsey Wright Momentum ETF made up 0.21% of Tallon Kerry Patrick's portfolio in Q4 2024, its #87 holding.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.