TWA
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Tillar-Wenstrup Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Tillar-Wenstrup Advisors’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
2019
Q1 		– Sell
-10,158
Closed -$492K – 47
2018
Q4 		$492K Buy
10,158
+230
+2% +$12.1K 0.32% 44
2018
Q3 		$592K Buy
9,928
+804
+9% +$46.7K 0.32% 48
2018
Q2 		$505K Buy
9,124
+67
+0.7% +$3.67K 0.28% 47
2018
Q1 		$477K Sell
9,057
-7,893
-47% -$422K 0.28% 49
2017
Q4 		$875K Buy
16,950
+1,239
+8% +$62.9K 0.68% 38
2017
Q3 		$764K Buy
15,711
+1,480
+10% +$70.9K 0.58% 42
2017
Q2 		$666K Buy
14,231
+1,235
+10% +$57K 0.52% 42
2017
Q1 		$589K Buy
12,996
+42
+0.3% +$1.85K 0.45% 47
2016
Q4 		$544K Buy
12,954
+1,174
+10% +$49.1K 0.46% 48
2016
Q3 		$500K Buy
11,780
+191
+2% +$8.16K 0.46% 52
2016
Q2 		$488K Buy
11,589
+1,140
+11% +$46.9K 0.48% 51
2016
Q1 		$425K Buy
+10,449
New +$406K 0.49% 44

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tillar-Wenstrup Advisors's PDP Position: Q1 2019 in Review

Tillar-Wenstrup Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2019, closing a stake of 10,158 shares — an estimated $492K sold.

Tillar-Wenstrup Advisors first reported a position in PDP in Q1 2016 and held it in 12 quarters. The position peaked at $875K in Q4 2017. 157 funds tracked by Wall St. Rank hold PDP as of Q1 2019.

  • Tillar-Wenstrup Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 10,158 Invesco Dorsey Wright Momentum ETF shares in Q1 2019, an estimated $492K.
  • Tillar-Wenstrup Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2016 and held it in 12 quarters.
  • Tillar-Wenstrup Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $875K in Q4 2017.
  • 157 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2019.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2019, filed 2 May 2019.