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

MinichMacGregor 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
2023 Q1	–	Sell	-52	Closed	-$2.12K	–	481
2022 Q4	$2.12K	Buy	+52	New	+$2.16K	﹤0.01%	559
2022 Q1	–	Sell	-6,918	Closed	-$378K	–	100
2021 Q4	$378K	Sell	6,918 -459	-6%	-$25.8K	0.12%	66
2021 Q3	$391K	Buy	7,377 +8	+0.1%	+$418	0.13%	56
2021 Q2	$373K	Buy	+7,369	New	+$374K	0.13%	59
2018 Q3	–	Sell	-73	Closed	-$2K	–	569
2018 Q2	$2K	Buy	+73	New	+$2.6K	﹤0.01%	447

Other funds holding PFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management's PFI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2023, closing a stake of 52 shares — an estimated $2.12K sold.

MinichMacGregor Wealth Management first reported a position in PFI in Q2 2018 and held it in 5 quarters. The position peaked at $391K in Q3 2021. 27 funds tracked by Wall St. Rank hold PFI as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 52 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2023, an estimated $2.12K.
MinichMacGregor Wealth Management first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2018 and held it in 5 quarters.
MinichMacGregor Wealth Management's Invesco Dorsey Wright Financial Momentum ETF position peaked at $391K in Q3 2021.
27 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.