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Engrave Wealth Partners’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Engrave Wealth Partners’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
2021
Q3 		– Sell
-161,145
Closed -$8.18M – 76
2021
Q2 		$8.18M Buy
+161,145
New +$8.17M 2.47% 13

Other funds holding PFI

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Engrave Wealth Partners's PFI Position: Q3 2021 in Review

Engrave Wealth Partners sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2021, closing a stake of 161,145 shares — an estimated $8.18M sold.

Engrave Wealth Partners first reported a position in PFI in Q2 2021 and held it in 1 quarter. The position peaked at $8.18M in Q2 2021. 40 funds tracked by Wall St. Rank hold PFI as of Q3 2021.

  • Engrave Wealth Partners reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Engrave Wealth Partners sold 161,145 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2021, an estimated $8.18M.
  • Engrave Wealth Partners first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2021 and held it in 1 quarter.
  • Engrave Wealth Partners's Invesco Dorsey Wright Financial Momentum ETF position peaked at $8.18M in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2021.

Based on Engrave Wealth Partners's 13F filing for Q3 2021, filed 8 Oct 2021.