Cetera Investment Advisers’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
3,969
-1,251
| -24% | -$71K | ﹤0.01% | 3633 |
|
|
2025
Q1 | $279K | Sell |
5,220
-222
| -4% | -$11.9K | ﹤0.01% | 3323 |
|
|
2024
Q4 | $310K | Buy |
5,442
+49
| +0.9% | +$2.79K | ﹤0.01% | 3099 |
|
|
2024
Q3 | $299K | Buy |
5,393
+50
| +0.9% | +$2.77K | ﹤0.01% | 3066 |
|
|
2024
Q2 | $261K | Buy |
5,343
+371
| +7% | +$18.1K | ﹤0.01% | 3159 |
|
|
2024
Q1 | $247K | Buy |
+4,972
| New | +$247K | ﹤0.01% | 3201 |
|
|
2022
Q1 | – | Sell |
-10,188
| Closed | -$557K | – | 1956 |
|
|
2021
Q4 | $557K | Buy |
+10,188
| New | +$557K | 0.01% | 1117 |
|