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USAdvisors Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

USAdvisors Wealth 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
2018
Q4 		– Sell
-4,957
Closed -$295K – 62
2018
Q3 		$295K Sell
4,957
-97
-2% -$5.63K 0.21% 50
2018
Q2 		$279K Buy
+5,054
New +$277K 0.21% 55

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RJA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
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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

USAdvisors Wealth Management's PDP Position: Q4 2018 in Review

USAdvisors Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2018, closing a stake of 4,957 shares — an estimated $295K sold.

USAdvisors Wealth Management first reported a position in PDP in Q2 2018 and held it in 2 quarters. The position peaked at $295K in Q3 2018. 155 funds tracked by Wall St. Rank hold PDP as of Q4 2018.

  • USAdvisors Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,957 Invesco Dorsey Wright Momentum ETF shares in Q4 2018, an estimated $295K.
  • USAdvisors Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2018 and held it in 2 quarters.
  • USAdvisors Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $295K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2018.

Based on USAdvisors Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.