MWM
PFI icon

Maltin Wealth Management’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Maltin Wealth Management’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
2020
Q1 		– Sell
-2,817
Closed -$109K – 113
2019
Q4 		$109K Buy
+2,817
New +$106K 0.07% 81

Other funds holding PFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maltin Wealth Management's PFI Position: Q1 2020 in Review

Maltin Wealth Management sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2020, closing a stake of 2,817 shares — an estimated $109K sold.

Maltin Wealth Management first reported a position in PFI in Q4 2019 and held it in 1 quarter. The position peaked at $109K in Q4 2019. 29 funds tracked by Wall St. Rank hold PFI as of Q1 2020.

  • Maltin Wealth Management reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 2,817 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2020, an estimated $109K.
  • Maltin Wealth Management first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Invesco Dorsey Wright Financial Momentum ETF position peaked at $109K in Q4 2019.
  • 29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.