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Kowal Investment Group’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-325
Closed -$17K – 696
2021
Q3 		$17K Buy
+325
New +$17K 0.01% 410

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Kowal Investment Group's PFI Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2021, closing a stake of 325 shares — an estimated $17K sold.

Kowal Investment Group first reported a position in PFI in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 47 funds tracked by Wall St. Rank hold PFI as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 325 Invesco Dorsey Wright Financial Momentum ETF shares in Q4 2021, an estimated $17K.
  • Kowal Investment Group first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco Dorsey Wright Financial Momentum ETF position peaked at $17K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.