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Advisory Alpha’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-1,595
Closed -$61K – 495
2020
Q3 		$61K Buy
+1,595
New +$58.4K 0.01% 190

Other funds holding PFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Advisory Alpha's PFI Position: Q4 2020 in Review

Advisory Alpha sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2020, closing a stake of 1,595 shares — an estimated $61K sold.

Advisory Alpha first reported a position in PFI in Q3 2020 and held it in 1 quarter. The position peaked at $61K in Q3 2020. 30 funds tracked by Wall St. Rank hold PFI as of Q4 2020.

  • Advisory Alpha reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 1,595 Invesco Dorsey Wright Financial Momentum ETF shares in Q4 2020, an estimated $61K.
  • Advisory Alpha first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2020 and held it in 1 quarter.
  • Advisory Alpha's Invesco Dorsey Wright Financial Momentum ETF position peaked at $61K in Q3 2020.
  • 30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.