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Aurora Private Wealth’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Aurora Private Wealth’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
Q2 		– Sell
-16,486
Closed -$478K – 216
2020
Q1 		$478K Buy
+16,486
New +$609K 0.17% 128

Other funds holding PFI

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Aurora Private Wealth's PFI Position: Q2 2020 in Review

Aurora Private Wealth sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2020, closing a stake of 16,486 shares — an estimated $478K sold.

Aurora Private Wealth first reported a position in PFI in Q1 2020 and held it in 1 quarter. The position peaked at $478K in Q1 2020. 25 funds tracked by Wall St. Rank hold PFI as of Q2 2020.

  • Aurora Private Wealth reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2020 after selling out during the quarter.
  • Aurora Private Wealth sold 16,486 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2020, an estimated $478K.
  • Aurora Private Wealth first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2020 and held it in 1 quarter.
  • Aurora Private Wealth's Invesco Dorsey Wright Financial Momentum ETF position peaked at $478K in Q1 2020.
  • 25 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2020.

Based on Aurora Private Wealth's 13F filing for Q2 2020, filed 27 Jul 2020.