CAL
PFI icon

Capital Analysts LLC’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-153
Closed -$8K – 1009
2021
Q4 		$8K Buy
+153
New +$8.61K ﹤0.01% 839

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
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
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

Capital Analysts LLC's PFI Position: Q1 2022 in Review

Capital Analysts LLC sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2022, closing a stake of 153 shares — an estimated $8K sold.

Capital Analysts LLC first reported a position in PFI in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 41 funds tracked by Wall St. Rank hold PFI as of Q1 2022.

  • Capital Analysts LLC reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 153 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2022, an estimated $8K.
  • Capital Analysts LLC first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2021 and held it in 1 quarter.
  • Capital Analysts LLC's Invesco Dorsey Wright Financial Momentum ETF position peaked at $8K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2022.

Based on Capital Analysts LLC's 13F filing for Q1 2022, filed 12 May 2022.