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USA Financial Formulas’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

USA Financial Formulas’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
2018
Q4 		– Sell
-16,560
Closed -$916K – 383
2018
Q3 		$916K Buy
+16,560
New +$961K 0.23% 72
2018
Q1 		– Sell
-15,274
Closed -$789K – 385
2017
Q4 		$789K Buy
+15,274
New +$776K 0.19% 106

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

USA Financial Formulas's PDP Position: Q4 2018 in Review

USA Financial Formulas sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2018, closing a stake of 16,560 shares — an estimated $916K sold.

USA Financial Formulas first reported a position in PDP in Q4 2017 and held it in 2 quarters. The position peaked at $916K in Q3 2018. 155 funds tracked by Wall St. Rank hold PDP as of Q4 2018.

  • USA Financial Formulas reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • USA Financial Formulas sold 16,560 Invesco Dorsey Wright Momentum ETF shares in Q4 2018, an estimated $916K.
  • USA Financial Formulas first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and held it in 2 quarters.
  • USA Financial Formulas's Invesco Dorsey Wright Momentum ETF position peaked at $916K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2018.

Based on USA Financial Formulas's 13F filing for Q4 2018, filed 14 Feb 2019.