Wealthcare Advisory Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Wealthcare Advisory Partners’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	-239	Closed	-$20K	–	1470
2021 Q1	$20K	Buy	+239	New	+$20.9K	﹤0.01%	1200
2020 Q2	–	Sell	-239	Closed	-$13K	–	1059
2020 Q1	$13K	Sell	239 -560	-70%	-$35.1K	﹤0.01%	849
2019 Q4	$51K	Hold	799	–	–	0.01%	544
2019 Q3	$49K	Hold	799	–	–	0.01%	538
2019 Q2	$48K	Hold	799	–	–	0.01%	514
2019 Q1	$45K	Sell	799 -325	-29%	-$17.3K	0.01%	488
2018 Q4	$54K	Hold	1,124	–	–	0.01%	416
2018 Q3	$67K	Hold	1,124	–	–	0.01%	410
2018 Q2	$62K	Buy	1,124 +325	+41%	+$17.8K	0.01%	424
2018 Q1	$42K	Hold	799	–	–	0.01%	434
2017 Q4	$41K	Hold	799	–	–	0.01%	406
2017 Q3	$39K	Buy	+799	New	+$38.3K	0.01%	339

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

Wealthcare Advisory Partners's PDP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2021, closing a stake of 239 shares — an estimated $20K sold.

Wealthcare Advisory Partners first reported a position in PDP in Q3 2017 and held it in 12 quarters. The position peaked at $67K in Q3 2018. 186 funds tracked by Wall St. Rank hold PDP as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 239 Invesco Dorsey Wright Momentum ETF shares in Q2 2021, an estimated $20K.
Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Invesco Dorsey Wright Momentum ETF position peaked at $67K in Q3 2018.
186 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.