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

Hoover Financial 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
2021
Q2 		$61K Hold
1,200
– – 0.01% 254
2021
Q1 		$61K Buy
+1,200
New +$56.4K 0.01% 247

Other funds holding PFI

EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Hoover Financial Advisors's PFI Position: Q2 2021 in Review

Hoover Financial Advisors held its Invesco Dorsey Wright Financial Momentum ETF (PFI) position steady in Q2 2021 at 1,200 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #254.

Hoover Financial Advisors first reported a position in PFI in Q1 2021 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold PFI as of Q2 2021.

  • Hoover Financial Advisors held 1,200 shares of Invesco Dorsey Wright Financial Momentum ETF worth $61K as of Q2 2021.
  • Hoover Financial Advisors left its Invesco Dorsey Wright Financial Momentum ETF share count unchanged in Q2 2021.
  • Invesco Dorsey Wright Financial Momentum ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #254 holding.
  • Hoover Financial Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2021 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.