LPL Financial’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
Q2 | $2M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $901K | Buy |
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|
2023
Q4 | $750K | Sell |
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|
2023
Q3 | $864K | Sell |
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|
2023
Q2 | $920K | Sell |
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|
2023
Q1 | $904K | Sell |
|
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|
2022
Q4 | $3.87M | Buy |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $7.6M | Sell |
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|
2021
Q4 | $9.57M | Buy |
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|
2021
Q3 | $5M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $850K | Sell |
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|
2020
Q3 | $990K | Sell |
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|
2020
Q2 | $999K | Buy |
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|
2020
Q1 | $342K | Sell |
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|
2019
Q4 | $520K | Sell |
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|
2019
Q3 | $521K | Sell |
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|
2019
Q2 | $523K | Sell |
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|
2019
Q1 | $536K | Sell |
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|
2018
Q4 | $463K | Buy |
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|
2018
Q3 | $542K | Buy |
|
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|
2018
Q2 | $517K | Sell |
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|
2018
Q1 | $652K | Sell |
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|
2017
Q4 | $745K | Sell |
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|
2017
Q3 | $751K | Sell |
|
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|
2017
Q2 | $767K | Sell |
|
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|
2017
Q1 | $1.11M | Sell |
|
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|
2016
Q4 | $2.19M | Buy |
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|
2016
Q3 | $343K | Sell |
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|
2016
Q2 | $386K | Sell |
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|
2016
Q1 | $760K | Sell |
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|
2015
Q4 | $865K | Buy |
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|
2015
Q3 | $449K | Buy |
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|
2015
Q2 | $427K | Buy |
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|
2015
Q1 | $346K | Sell |
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|
2014
Q4 | $341K | Sell |
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|
2014
Q3 | $320K | Sell |
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|
2014
Q2 | $348K | Buy |
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|
2014
Q1 | $342K | Sell |
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|
2013
Q4 | $403K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $217K | Buy |
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