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

Valeo 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
2021 Q2	–	Sell	-460	Closed	-$39K	–	1429
2021 Q1	$39K	Buy	+460	New	+$40.3K	﹤0.01%	964
2020 Q1	–	Sell	-700	Closed	-$45K	–	1882
2019 Q4	$45K	Buy	700 +610	+678%	+$37.9K	﹤0.01%	692
2019 Q3	$5K	Buy	+90	New	+$5.55K	﹤0.01%	1201

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

RJFSA

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

Valeo Financial Advisors's PDP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2021, closing a stake of 460 shares — an estimated $39K sold.

Valeo Financial Advisors first reported a position in PDP in Q3 2019 and held it in 3 quarters. The position peaked at $45K in Q4 2019. 186 funds tracked by Wall St. Rank hold PDP as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 460 Invesco Dorsey Wright Momentum ETF shares in Q2 2021, an estimated $39K.
Valeo Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2019 and held it in 3 quarters.
Valeo Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $45K in Q4 2019.
186 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.