Tradewinds Capital Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Tradewinds Capital Management’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 Q2	–	Sell	-104	Closed	-$8K	–	689
2022 Q1	$8K	Hold	104	–	–	﹤0.01%	507
2021 Q4	$10K	Hold	104	–	–	﹤0.01%	493
2021 Q3	$9K	Hold	104	–	–	﹤0.01%	485
2021 Q2	$9K	Hold	104	–	–	﹤0.01%	498
2021 Q1	$9K	Hold	104	–	–	﹤0.01%	471
2020 Q4	$9K	Hold	104	–	–	﹤0.01%	441
2020 Q3	$8K	Hold	104	–	–	﹤0.01%	427
2020 Q2	$7K	Hold	104	–	–	﹤0.01%	442
2020 Q1	$6K	Hold	104	–	–	﹤0.01%	427
2019 Q4	$7K	Buy	+104	New	+$6.46K	﹤0.01%	456

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PFS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tradewinds Capital Management's PDP Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2022, closing a stake of 104 shares — an estimated $8K sold.

Tradewinds Capital Management first reported a position in PDP in Q4 2019 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 173 funds tracked by Wall St. Rank hold PDP as of Q2 2022.

Tradewinds Capital Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 104 Invesco Dorsey Wright Momentum ETF shares in Q2 2022, an estimated $8K.
Tradewinds Capital Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 10 quarters.
Tradewinds Capital Management's Invesco Dorsey Wright Momentum ETF position peaked at $10K in Q4 2021.
173 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.