Wealthspire Advisors (Maryland)’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$237K	Buy	+3,106	New	+$229K	0.01%	406

Other funds holding PDP

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PDP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2020: 3,106 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #406 among its holdings.

161 funds tracked by Wall St. Rank hold PDP as of Q3 2020.

Wealthspire Advisors (Maryland) held 3,106 shares of Invesco Dorsey Wright Momentum ETF worth $237K as of Q3 2020.
Invesco Dorsey Wright Momentum ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Invesco Dorsey Wright Momentum ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #406 holding.
161 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.