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

United Capital 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
2023
Q1 		– Sell
-4,957
Closed -$352K – 1043
2022
Q4 		$352K Sell
4,957
-351
-7% -$25.6K ﹤0.01% 840
2022
Q3 		$359K Sell
5,308
-1,308
-20% -$95.3K ﹤0.01% 853
2022
Q2 		$451K Hold
6,616
– – ﹤0.01% 824
2022
Q1 		$536K Buy
6,616
+236
+4% +$19.2K ﹤0.01% 821
2021
Q4 		$603K Buy
+6,380
New +$605K ﹤0.01% 809
2021
Q1 		– Sell
-2,726
Closed -$239K – 1225
2020
Q4 		$239K Hold
2,726
– – ﹤0.01% 1074
2020
Q3 		$208K Buy
+2,726
New +$201K ﹤0.01% 1067
2020
Q2 		– Sell
-6,273
Closed -$338K – 1240
2020
Q1 		$338K Sell
6,273
-972
-13% -$60.9K ﹤0.01% 949
2019
Q4 		$466K Sell
7,245
-300
-4% -$18.6K ﹤0.01% 1016
2019
Q3 		$460K Sell
7,545
-499
-6% -$30.8K ﹤0.01% 974
2019
Q2 		$485K Buy
8,044
+3,055
+61% +$178K ﹤0.01% 1060
2019
Q1 		$283K Sell
4,989
-5,660
-53% -$301K ﹤0.01% 1147
2018
Q4 		$516K Hold
10,649
– – ﹤0.01% 910
2018
Q3 		$635K Sell
10,649
-426
-4% -$24.7K ﹤0.01% 910
2018
Q2 		$613K Sell
11,075
-341
-3% -$18.7K ﹤0.01% 894
2018
Q1 		$601K Buy
11,416
+61
+0.5% +$3.26K ﹤0.01% 909
2017
Q4 		$586K Sell
11,355
-267
-2% -$13.6K ﹤0.01% 916
2017
Q3 		$565K Sell
11,622
-3,454
-23% -$166K ﹤0.01% 922
2017
Q2 		$706K Sell
15,076
-29,098
-66% -$1.34M 0.01% 848
2017
Q1 		$2M Sell
44,174
-72,461
-62% -$3.19M 0.02% 572
2016
Q4 		$4.9M Sell
116,635
-30,641
-21% -$1.28M 0.05% 374
2016
Q3 		$6.25M Sell
147,276
-10,956
-7% -$468K 0.06% 345
2016
Q2 		$6.65M Buy
+158,232
New +$6.51M 0.07% 321

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Financial Advisors's PDP Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2023, closing a stake of 4,957 shares — an estimated $352K sold.

United Capital Financial Advisors first reported a position in PDP in Q2 2016 and held it in 23 quarters. The position peaked at $6.65M in Q2 2016. 175 funds tracked by Wall St. Rank hold PDP as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,957 Invesco Dorsey Wright Momentum ETF shares in Q1 2023, an estimated $352K.
  • United Capital Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2016 and held it in 23 quarters.
  • United Capital Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $6.65M in Q2 2016.
  • 175 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.