Coppell Advisory Solutions’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-13	Closed	-$737	–	1429
2024 Q4	$737	Hold	13	–	–	﹤0.01%	1710
2024 Q3	$718	Hold	13	–	–	﹤0.01%	1617
2024 Q2	$635	Buy	+13	New	+$630	﹤0.01%	1565

Other funds holding PFI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Coppell Advisory Solutions's PFI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2025, closing a stake of 13 shares — an estimated $737 sold.

Coppell Advisory Solutions first reported a position in PFI in Q2 2024 and held it in 3 quarters. The position peaked at $737 in Q4 2024. 32 funds tracked by Wall St. Rank hold PFI as of Q1 2025.

Coppell Advisory Solutions reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 13 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2025, an estimated $737.
Coppell Advisory Solutions first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2024 and held it in 3 quarters.
Coppell Advisory Solutions's Invesco Dorsey Wright Financial Momentum ETF position peaked at $737 in Q4 2024.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.