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

American Portfolios Advisors’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	-100	Closed	-$3.96K	–	3584
2022 Q2	$3.96K	Hold	100	–	–	﹤0.01%	2923
2022 Q1	$4.91K	Buy	+100	New	+$4.96K	﹤0.01%	2950
2020 Q4	–	Sell	-289	Closed	-$10.7K	–	3076
2020 Q3	$10.7K	Buy	+289	New	+$10.6K	﹤0.01%	1955
2020 Q2	–	Sell	-1,868	Closed	-$54.2K	–	2885
2020 Q1	$54.2K	Hold	1,868	–	–	﹤0.01%	1129
2019 Q4	$72.2K	Hold	1,868	–	–	0.01%	1208
2019 Q3	$69.9K	Buy	1,868 +1,324	+243%	+$50.1K	0.01%	1151
2019 Q2	$20.2K	Buy	+544	New	+$19.3K	﹤0.01%	1657
2018 Q3	–	Sell	-2	Closed	-$70	–	2473
2018 Q2	$70	Hold	2	–	–	﹤0.01%	2365
2018 Q1	$70	Buy	+2	New	+$72	﹤0.01%	2292

Other funds holding PFI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

American Portfolios Advisors's PFI Position: Q3 2022 in Review

American Portfolios Advisors sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2022, closing a stake of 100 shares — an estimated $3.96K sold.

American Portfolios Advisors first reported a position in PFI in Q1 2018 and held it in 9 quarters. The position peaked at $72.2K in Q4 2019. 34 funds tracked by Wall St. Rank hold PFI as of Q3 2022.

American Portfolios Advisors reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2022 after selling out during the quarter.
American Portfolios Advisors sold 100 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2022, an estimated $3.96K.
American Portfolios Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2018 and held it in 9 quarters.
American Portfolios Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $72.2K in Q4 2019.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.