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Bar Harbor Wealth Management’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Bar Harbor Wealth Management’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
2021
Q4 		– Sell
-5,000
Closed -$265K – 249
2021
Q3 		$265K Buy
+5,000
New +$261K 0.02% 205

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bar Harbor Wealth Management's PFI Position: Q4 2021 in Review

Bar Harbor Wealth Management sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2021, closing a stake of 5,000 shares — an estimated $265K sold.

Bar Harbor Wealth Management first reported a position in PFI in Q3 2021 and held it in 1 quarter. The position peaked at $265K in Q3 2021. 47 funds tracked by Wall St. Rank hold PFI as of Q4 2021.

  • Bar Harbor Wealth Management reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 5,000 Invesco Dorsey Wright Financial Momentum ETF shares in Q4 2021, an estimated $265K.
  • Bar Harbor Wealth Management first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Bar Harbor Wealth Management's Invesco Dorsey Wright Financial Momentum ETF position peaked at $265K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2021.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.