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WFG Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

WFG Advisors’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
Q2 		$289K Buy
6,164
+1,000
+19% +$46.1K 0.07% 291
2017
Q1 		$234K Sell
5,164
-1,679
-25% -$74K 0.06% 301
2016
Q4 		$287K Sell
6,843
-374
-5% -$15.6K 0.07% 288
2016
Q3 		$306K Sell
7,217
-597
-8% -$25.5K 0.08% 269
2016
Q2 		$329K Sell
7,814
-2,946
-27% -$121K 0.09% 224
2016
Q1 		$439K Sell
10,760
-1,938
-15% -$75.2K 0.13% 176
2015
Q4 		$525K Buy
12,698
+1,607
+14% +$67.4K 0.16% 156
2015
Q3 		$446K Sell
11,091
-801
-7% -$34.2K 0.14% 165
2015
Q2 		$512K Buy
11,892
+3,587
+43% +$156K 0.14% 160
2015
Q1 		$361K Sell
8,305
-3,742
-31% -$158K 0.1% 228
2014
Q4 		$495K Buy
12,047
+2,819
+31% +$113K 0.1% 224
2014
Q3 		$363K Buy
9,228
+1
+0% +$39 0.07% 322
2014
Q2 		$360K Hold
9,227
– – 0.07% 324
2014
Q1 		$344K Sell
9,227
-5,555
-38% -$206K 0.07% 322
2013
Q4 		$542K Buy
14,782
+5,890
+66% +$206K 0.08% 294
2013
Q3 		$301K Buy
8,892
+1,800
+25% +$59.3K 0.05% 391
2013
Q2 		$221K Buy
+7,092
New +$224K 0.04% 434

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's PDP Position: Q2 2017 in Review

WFG Advisors increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 19% in Q2 2017, buying an estimated $46.1K and bringing the position to 6,164 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #291.

WFG Advisors first reported a position in PDP in Q2 2013 and has held it in 17 quarters since. The position peaked at $542K in Q4 2013. 120 funds tracked by Wall St. Rank hold PDP as of Q2 2017.

  • WFG Advisors held 6,164 shares of Invesco Dorsey Wright Momentum ETF worth $289K as of Q2 2017.
  • WFG Advisors bought 1,000 Invesco Dorsey Wright Momentum ETF shares in Q2 2017, an estimated $46.1K.
  • Invesco Dorsey Wright Momentum ETF made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #291 holding.
  • WFG Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $542K in Q4 2013.
  • 120 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.