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

Aptus Capital 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
Q2 		– Sell
-428
Closed -$18.8K – 717
2022
Q1 		$21K Buy
+428
New +$21.2K ﹤0.01% 565

Other funds holding PFI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Aptus Capital Advisors's PFI Position: Q2 2022 in Review

Aptus Capital Advisors sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2022, closing a stake of 428 shares — an estimated $18.8K sold.

Aptus Capital Advisors first reported a position in PFI in Q1 2022 and held it in 1 quarter. The position peaked at $21K in Q1 2022. 31 funds tracked by Wall St. Rank hold PFI as of Q2 2022.

  • Aptus Capital Advisors reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 428 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2022, an estimated $18.8K.
  • Aptus Capital Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Aptus Capital Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $21K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2022.

Based on Aptus Capital Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.