CI
PFI icon

CX Institutional’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

CX Institutional’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
Q2 		– Sell
-8,602
Closed -$343K – 531
2023
Q1 		$343K Sell
8,602
-3
-0% -$125 0.02% 395
2022
Q4 		$351K Sell
8,605
-46,879
-84% -$1.94M 0.02% 411
2022
Q3 		$2.13M Buy
+55,484
New +$2.31M 0.15% 167

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CX Institutional's PFI Position: Q2 2023 in Review

CX Institutional sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2023, closing a stake of 8,602 shares — an estimated $343K sold.

CX Institutional first reported a position in PFI in Q3 2022 and held it in 3 quarters. The position peaked at $2.13M in Q3 2022. 27 funds tracked by Wall St. Rank hold PFI as of Q2 2023.

  • CX Institutional reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • CX Institutional sold 8,602 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2023, an estimated $343K.
  • CX Institutional first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2022 and held it in 3 quarters.
  • CX Institutional's Invesco Dorsey Wright Financial Momentum ETF position peaked at $2.13M in Q3 2022.
  • 27 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2023.

Based on CX Institutional's 13F filing for Q2 2023, filed 26 Jul 2023.