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Laurel Wealth Advisors (North Carolina)’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio PFI Stock Details PFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.78M Buy
554,536
+544,761
+5,573% +$9.6M 0.14% 109
2025
Q1 		$522K Hold
9,775
– – 0.08% 130
2024
Q4 		$557K Buy
+9,775
New +$557K 0.09% 124