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Consolidated Planning Corp’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Consolidated Planning Corp’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
2023
Q1 		– Sell
-41,113
Closed -$1.67M – 125
2022
Q4 		$1.67M Buy
41,113
+100
+0.2% +$4.15K 0.46% 55
2022
Q3 		$1.57M Buy
+41,013
New +$1.71M 0.49% 52

Other funds holding PFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Consolidated Planning Corp's PFI Position: Q1 2023 in Review

Consolidated Planning Corp sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2023, closing a stake of 41,113 shares — an estimated $1.67M sold.

Consolidated Planning Corp first reported a position in PFI in Q3 2022 and held it in 2 quarters. The position peaked at $1.67M in Q4 2022. 27 funds tracked by Wall St. Rank hold PFI as of Q1 2023.

  • Consolidated Planning Corp reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Consolidated Planning Corp sold 41,113 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2023, an estimated $1.67M.
  • Consolidated Planning Corp first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2022 and held it in 2 quarters.
  • Consolidated Planning Corp's Invesco Dorsey Wright Financial Momentum ETF position peaked at $1.67M in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2023.

Based on Consolidated Planning Corp's 13F filing for Q1 2023, filed 4 May 2023.