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Csenge Advisory Group’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Csenge Advisory Group’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
-53,075
Closed -$1.54M – 407
2020
Q1 		$1.54M Buy
53,075
+7,599
+17% +$281K 0.4% 57
2019
Q4 		$1.76M Buy
+45,476
New +$1.72M 0.45% 47

Other funds holding PFI

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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

Csenge Advisory Group's PFI Position: Q2 2020 in Review

Csenge Advisory Group sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2020, closing a stake of 53,075 shares — an estimated $1.54M sold.

Csenge Advisory Group first reported a position in PFI in Q4 2019 and held it in 2 quarters. The position peaked at $1.76M in Q4 2019. 25 funds tracked by Wall St. Rank hold PFI as of Q2 2020.

  • Csenge Advisory Group reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2020 after selling out during the quarter.
  • Csenge Advisory Group sold 53,075 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2020, an estimated $1.54M.
  • Csenge Advisory Group first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2019 and held it in 2 quarters.
  • Csenge Advisory Group's Invesco Dorsey Wright Financial Momentum ETF position peaked at $1.76M in Q4 2019.
  • 25 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2020.

Based on Csenge Advisory Group's 13F filing for Q2 2020, filed 17 Jul 2020.