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ViaWealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

ViaWealth’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
-3,354
Closed -$242K – 158
2022
Q4 		$242K Buy
+3,354
New +$244K 0.2% 139

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

ViaWealth's PDP Position: Q1 2023 in Review

ViaWealth sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2023, closing a stake of 3,354 shares — an estimated $242K sold.

ViaWealth first reported a position in PDP in Q4 2022 and held it in 1 quarter. The position peaked at $242K in Q4 2022. 175 funds tracked by Wall St. Rank hold PDP as of Q1 2023.

  • ViaWealth reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • ViaWealth sold 3,354 Invesco Dorsey Wright Momentum ETF shares in Q1 2023, an estimated $242K.
  • ViaWealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and held it in 1 quarter.
  • ViaWealth's Invesco Dorsey Wright Momentum ETF position peaked at $242K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2023.

Based on ViaWealth's 13F filing for Q1 2023, filed 12 May 2023.