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

Wealthspire Advisors (New York)’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 Q4	–	Sell	-3,106	Closed	-$237K	–	589
2020 Q3	$237K	Hold	3,106	–	–	0.01%	269
2020 Q2	$209K	Buy	+3,106	New	+$194K	0.01%	255
2020 Q1	–	Sell	-3,106	Closed	-$200K	–	563
2019 Q4	$200K	Buy	+3,106	New	+$193K	0.01%	203

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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

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

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

RJFSA

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

Wealthspire Advisors (New York)'s PDP Position: Q4 2020 in Review

Wealthspire Advisors (New York) sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2020, closing a stake of 3,106 shares — an estimated $237K sold.

Wealthspire Advisors (New York) first reported a position in PDP in Q4 2019 and held it in 3 quarters. The position peaked at $237K in Q3 2020. 185 funds tracked by Wall St. Rank hold PDP as of Q4 2020.

Wealthspire Advisors (New York) reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2020 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,106 Invesco Dorsey Wright Momentum ETF shares in Q4 2020, an estimated $237K.
Wealthspire Advisors (New York) first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Invesco Dorsey Wright Momentum ETF position peaked at $237K in Q3 2020.
185 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2020, filed 16 Feb 2021.