Western Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Western Wealth Management’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
2022 Q3	–	Sell	-15,796	Closed	-$1.07M	–	838
2022 Q2	$1.07M	Sell	15,796 -15,956	-50%	-$1.19M	0.06%	293
2022 Q1	$2.57M	Buy	31,752 +8,933	+39%	+$725K	0.12%	166
2021 Q4	$2.16M	Buy	+22,819	New	+$2.16M	0.21%	108
2021 Q2	$1.98M	Buy	22,107 +2,389	+12%	+$207K	0.2%	115
2021 Q1	$1.68M	Buy	19,718 +6,894	+54%	+$604K	0.23%	102
2020 Q4	$1.13M	Buy	12,824 +9,305	+264%	+$763K	0.17%	142
2020 Q3	$269K	Sell	3,519 -351	-9%	-$25.8K	0.04%	356
2020 Q2	$261K	Sell	3,870 -926	-19%	-$57.8K	0.05%	337
2020 Q1	$258K	Sell	4,796 -6,868	-59%	-$430K	0.06%	295
2019 Q4	$751K	Buy	11,664 +3,631	+45%	+$225K	0.11%	171
2019 Q3	$488K	Buy	8,033 +221	+3%	+$13.6K	0.1%	217
2019 Q2	$472K	Buy	+7,812	New	+$456K	0.06%	232

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

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

PFS

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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

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

Western Wealth Management's PDP Position: Q3 2022 in Review

Western Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2022, closing a stake of 15,796 shares — an estimated $1.07M sold.

Western Wealth Management first reported a position in PDP in Q2 2019 and held it in 12 quarters. The position peaked at $2.57M in Q1 2022. 169 funds tracked by Wall St. Rank hold PDP as of Q3 2022.

Western Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2022 after selling out during the quarter.
Western Wealth Management sold 15,796 Invesco Dorsey Wright Momentum ETF shares in Q3 2022, an estimated $1.07M.
Western Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2019 and held it in 12 quarters.
Western Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $2.57M in Q1 2022.
169 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.