HighTower Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

HighTower Advisors’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
2024 Q4	–	Sell	-5,192	Closed	-$287K	–	4003
2024 Q3	$287K	Sell	5,192 -3	-0.1%	-$157	﹤0.01%	2846
2024 Q2	$254K	Sell	5,195 -32	-0.6%	-$1.55K	﹤0.01%	2852
2024 Q1	$260K	Buy	5,227 +1	+0%	+$46	﹤0.01%	2792
2023 Q4	$236K	Buy	5,226 +4	+0.1%	+$169	﹤0.01%	2900
2023 Q3	$217K	Buy	5,222 +3	+0.1%	+$130	﹤0.01%	2852
2023 Q2	$219K	Buy	5,219 +1	+0%	+$40	﹤0.01%	2800
2023 Q1	$208K	Buy	5,218 +3	+0.1%	+$125	﹤0.01%	2726
2022 Q4	$213K	Buy	5,215 +1	+0%	+$41	﹤0.01%	2727
2022 Q3	$200K	Buy	5,214 +2	+0%	+$83	﹤0.01%	2611
2022 Q2	$207K	Buy	5,212 +3	+0.1%	+$132	﹤0.01%	2618
2022 Q1	$256K	Buy	5,209 +3	+0.1%	+$149	﹤0.01%	2653
2021 Q4	$285K	Buy	5,206 +1	+0%	+$56	﹤0.01%	2504
2021 Q3	$277K	Buy	5,205 +2	+0%	+$104	﹤0.01%	2465
2021 Q2	$265K	Buy	5,203 +1	+0%	+$51	﹤0.01%	2461
2021 Q1	$250K	Buy	5,202 +463	+10%	+$21.8K	﹤0.01%	2427
2020 Q4	$205K	Buy	+4,739	New	+$188K	﹤0.01%	2189

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

RAS

RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 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 $44.6B AUM 28.94% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $153M AUM 28.69% 1-Year Est. Return

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

HighTower Advisors's PFI Position: Q4 2024 in Review

HighTower Advisors sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2024, closing a stake of 5,192 shares — an estimated $287K sold.

HighTower Advisors first reported a position in PFI in Q4 2020 and held it in 16 quarters. The position peaked at $287K in Q3 2024. 39 funds tracked by Wall St. Rank hold PFI as of Q4 2024.

HighTower Advisors reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 5,192 Invesco Dorsey Wright Financial Momentum ETF shares in Q4 2024, an estimated $287K.
HighTower Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2020 and held it in 16 quarters.
HighTower Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $287K in Q3 2024.
39 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.