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

Allworth Financial’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
2022
Q3 		– Sell
-6
Closed – – 2992
2022
Q2 		$0 Buy
+6
New +$264 ﹤0.01% 2696

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's PFI Position: Q3 2022 in Review

Allworth Financial sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2022, closing a stake of 6 shares.

Allworth Financial first reported a position in PFI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 34 funds tracked by Wall St. Rank hold PFI as of Q3 2022.

  • Allworth Financial reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Allworth Financial sold 6 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2022.
  • Allworth Financial first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2022 and held it in 1 quarter.
  • Allworth Financial's Invesco Dorsey Wright Financial Momentum ETF position peaked at $0 in Q2 2022.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.