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Advisors Preferred’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Advisors Preferred’s Portfolio PFI Stock Details PFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,429
Closed -$134K – 258
2024
Q3 		$134K Buy
+2,429
New +$127K 0.02% 163
2024
Q2 		– Sell
-3,785
Closed -$186K – 213
2024
Q1 		$186K Buy
3,785
+1,614
+74% +$74.9K 0.03% 122
2023
Q4 		$96.3K Buy
+2,171
New +$91.9K 0.02% 153

Other funds holding PFI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $153M AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisors Preferred's PFI Position: Q4 2024 in Review

Advisors Preferred sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2024, closing a stake of 2,429 shares — an estimated $134K sold.

Advisors Preferred first reported a position in PFI in Q4 2023 and held it in 3 quarters. The position peaked at $186K in Q1 2024. 39 funds tracked by Wall St. Rank hold PFI as of Q4 2024.

  • Advisors Preferred reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 2,429 Invesco Dorsey Wright Financial Momentum ETF shares in Q4 2024, an estimated $134K.
  • Advisors Preferred first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2023 and held it in 3 quarters.
  • Advisors Preferred's Invesco Dorsey Wright Financial Momentum ETF position peaked at $186K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.