Waterloo Capital’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Waterloo Capital’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
2020 Q1	$227K	Buy	+4,203	New	+$263K	0.16%	133

Other funds holding PDP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Waterloo Capital's PDP Position: Q1 2020 in Review

Waterloo Capital opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2020: 4,203 shares worth $227K. The stake represents 0.16% of the portfolio and ranks #133 among its holdings.

158 funds tracked by Wall St. Rank hold PDP as of Q1 2020.

Waterloo Capital held 4,203 shares of Invesco Dorsey Wright Momentum ETF worth $227K as of Q1 2020.
Invesco Dorsey Wright Momentum ETF was a new Waterloo Capital position in Q1 2020.
Invesco Dorsey Wright Momentum ETF made up 0.16% of Waterloo Capital's portfolio in Q1 2020, its #133 holding.
158 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.