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

VitalStone Financial’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
2024
Q3 		$516 Hold
5
– – ﹤0.01% 446
2024
Q2 		$489 Hold
5
– – ﹤0.01% 442
2024
Q1 		$0 Hold
5
– – ﹤0.01% 572
2023
Q4 		$0 Hold
5
– – ﹤0.01% 563
2023
Q3 		$0 Hold
5
– – ﹤0.01% 576
2023
Q2 		$0 Hold
5
– – ﹤0.01% 1013
2023
Q1 		$0 Hold
5
– – ﹤0.01% 465
2022
Q4 		$0 Buy
+5
New +$364 ﹤0.01% 566

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

VitalStone Financial's PDP Position: Q3 2024 in Review

VitalStone Financial held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2024 at 5 shares worth $516. The position accounts for ﹤0.01% of the portfolio, ranked #446.

VitalStone Financial first reported a position in PDP in Q4 2022 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold PDP as of Q3 2024.

  • VitalStone Financial held 5 shares of Invesco Dorsey Wright Momentum ETF worth $516 as of Q3 2024.
  • VitalStone Financial left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2024.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #446 holding.
  • VitalStone Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and has held it in 8 quarters since.
  • 189 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.