Creative Financial Designs’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Creative Financial Designs’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	-23	Closed	-$1.31K	–	2107
2024 Q4	$1.31K	Hold	23	–	–	﹤0.01%	1664
2024 Q3	$1.27K	Hold	23	–	–	﹤0.01%	1567
2024 Q2	$1.12K	Hold	23	–	–	﹤0.01%	1534
2024 Q1	$1.14K	Hold	23	–	–	﹤0.01%	1536
2023 Q4	$1.03K	Hold	23	–	–	﹤0.01%	1494
2023 Q3	$952	Hold	23	–	–	﹤0.01%	1401
2023 Q2	$968	Buy	+23	New	+$930	﹤0.01%	1380

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

Creative Financial Designs's PFI Position: Q1 2025 in Review

Creative Financial Designs sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2025, closing a stake of 23 shares — an estimated $1.31K sold.

Creative Financial Designs first reported a position in PFI in Q2 2023 and held it in 7 quarters. The position peaked at $1.31K in Q4 2024. 32 funds tracked by Wall St. Rank hold PFI as of Q1 2025.

Creative Financial Designs reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 23 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2025, an estimated $1.31K.
Creative Financial Designs first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2023 and held it in 7 quarters.
Creative Financial Designs's Invesco Dorsey Wright Financial Momentum ETF position peaked at $1.31K in Q4 2024.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.