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Bellwether Investment Group’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-385
Closed -$12K – 459
2017
Q1 		$12K Sell
385
-375
-49% -$11.7K 0.03% 446
2016
Q4 		$23K Buy
+760
New +$22.8K 0.02% 413

Other funds holding PFI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bellwether Investment Group's PFI Position: Q2 2017 in Review

Bellwether Investment Group sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2017, closing a stake of 385 shares — an estimated $12K sold.

Bellwether Investment Group first reported a position in PFI in Q4 2016 and held it in 2 quarters. The position peaked at $23K in Q4 2016. 40 funds tracked by Wall St. Rank hold PFI as of Q2 2017.

  • Bellwether Investment Group reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 385 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2017, an estimated $12K.
  • Bellwether Investment Group first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Invesco Dorsey Wright Financial Momentum ETF position peaked at $23K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.