Blue Capital Inc’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Blue Capital Inc’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
2024 Q4	$1.54M	Buy	+26,965	New	+$1.59M	1.09%	30

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

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

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

RAS

RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Capital Inc's PFI Position: Q4 2024 in Review

Blue Capital Inc opened a new position in Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2024: 26,965 shares worth $1.54M. The stake represents 1.09% of the portfolio and ranks #30 among its holdings.

39 funds tracked by Wall St. Rank hold PFI as of Q4 2024.

Blue Capital Inc held 26,965 shares of Invesco Dorsey Wright Financial Momentum ETF worth $1.54M as of Q4 2024.
Invesco Dorsey Wright Financial Momentum ETF was a new Blue Capital Inc position in Q4 2024.
Invesco Dorsey Wright Financial Momentum ETF made up 1.09% of Blue Capital Inc's portfolio in Q4 2024, its #30 holding.
39 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2024.

Based on Blue Capital Inc's 13F filing for Q4 2024, filed 14 Feb 2025.