Freedman Financial Associates’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Freedman Financial Associates’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
2022 Q2	–	Sell	-378	Closed	-$19K	–	300
2022 Q1	$19K	Hold	378	–	–	0.01%	303
2021 Q4	$21K	Hold	378	–	–	0.01%	285
2021 Q3	$20K	Hold	378	–	–	0.01%	292
2021 Q2	$19K	Hold	378	–	–	0.01%	294
2021 Q1	$18K	Hold	378	–	–	0.01%	300
2020 Q4	$16K	Buy	+378	New	+$15K	0.01%	320

Other funds holding PFI

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Freedman Financial Associates's PFI Position: Q2 2022 in Review

Freedman Financial Associates sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2022, closing a stake of 378 shares — an estimated $19K sold.

Freedman Financial Associates first reported a position in PFI in Q4 2020 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 31 funds tracked by Wall St. Rank hold PFI as of Q2 2022.

Freedman Financial Associates reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 378 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2022, an estimated $19K.
Freedman Financial Associates first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Invesco Dorsey Wright Financial Momentum ETF position peaked at $21K in Q4 2021.
31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.