Claraphi Advisory Network’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-536	Closed	-$16K	–	928
2020 Q1	$16K	Buy	+536	New	+$19.8K	0.01%	687
2019 Q4	–	Sell	-2,180	Closed	-$82K	–	344
2019 Q3	$82K	Buy	+2,180	New	+$82.4K	0.05%	254

Other funds holding PFI

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Claraphi Advisory Network's PFI Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2020, closing a stake of 536 shares — an estimated $16K sold.

Claraphi Advisory Network first reported a position in PFI in Q3 2019 and held it in 2 quarters. The position peaked at $82K in Q3 2019. 25 funds tracked by Wall St. Rank hold PFI as of Q2 2020.

Claraphi Advisory Network reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 536 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2020, an estimated $16K.
Claraphi Advisory Network first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's Invesco Dorsey Wright Financial Momentum ETF position peaked at $82K in Q3 2019.
25 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.