Transamerica Financial Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Transamerica Financial 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
2022 Q3	–	Sell	-49	Closed	-$4K	–	674
2022 Q2	$4K	Buy	+49	New	+$3.67K	﹤0.01%	352
2016 Q2	–	Sell	-2,860	Closed	-$117K	–	614
2016 Q1	$117K	Sell	2,860 -19,216	-87%	-$746K	0.01%	307
2015 Q4	$914K	Buy	22,076 +11,309	+105%	+$474K	0.07%	176
2015 Q3	$433K	Buy	10,767 +5,541	+106%	+$236K	0.03%	219
2015 Q2	$226K	Sell	5,226 -1,798	-26%	-$78K	0.02%	320
2015 Q1	$306K	Buy	+7,024	New	+$297K	0.02%	289

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

PFS

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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

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

Transamerica Financial Advisors's PDP Position: Q3 2022 in Review

Transamerica Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2022, closing a stake of 49 shares — an estimated $4K sold.

Transamerica Financial Advisors first reported a position in PDP in Q1 2015 and held it in 6 quarters. The position peaked at $914K in Q4 2015. 169 funds tracked by Wall St. Rank hold PDP as of Q3 2022.

Transamerica Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2022 after selling out during the quarter.
Transamerica Financial Advisors sold 49 Invesco Dorsey Wright Momentum ETF shares in Q3 2022, an estimated $4K.
Transamerica Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2015 and held it in 6 quarters.
Transamerica Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $914K in Q4 2015.
169 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2022.

Based on Transamerica Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.