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

WealthShield’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
2017 Q4	$622K	Buy	+12,046	New	+$612K	0.38%	57

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

WealthShield's PDP Position: Q4 2017 in Review

WealthShield opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2017: 12,046 shares worth $622K. The stake represents 0.38% of the portfolio and ranks #57 among its holdings.

153 funds tracked by Wall St. Rank hold PDP as of Q4 2017.

WealthShield held 12,046 shares of Invesco Dorsey Wright Momentum ETF worth $622K as of Q4 2017.
Invesco Dorsey Wright Momentum ETF was a new WealthShield position in Q4 2017.
Invesco Dorsey Wright Momentum ETF made up 0.38% of WealthShield's portfolio in Q4 2017, its #57 holding.
153 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.