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

Lansing Street 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
2022
Q4 		– Sell
-720
Closed -$28K – 371
2022
Q3 		$28K Buy
+720
New +$29.9K 0.02% 161
2022
Q2 		– Sell
-611
Closed -$30K – 281
2022
Q1 		$30K Buy
+611
New +$30.3K 0.02% 167

Other funds holding PFI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Ameriprise
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

Lansing Street Advisors's PFI Position: Q4 2022 in Review

Lansing Street Advisors sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2022, closing a stake of 720 shares — an estimated $28K sold.

Lansing Street Advisors first reported a position in PFI in Q1 2022 and held it in 2 quarters. The position peaked at $30K in Q1 2022. 37 funds tracked by Wall St. Rank hold PFI as of Q4 2022.

  • Lansing Street Advisors reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Lansing Street Advisors sold 720 Invesco Dorsey Wright Financial Momentum ETF shares in Q4 2022, an estimated $28K.
  • Lansing Street Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Lansing Street Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $30K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2022.

Based on Lansing Street Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.