Concurrent Investment Advisors’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 Q1	–	Sell	-7,704	Closed	-$439K	–	1234
2024 Q4	$439K	Buy	+7,704	New	+$439K	0.01%	700