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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$546K Sell
2025
Q2
$555K Hold
2025
Q1
$522K Hold
2024
Q4
$557K Buy