MML Investors Services’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

MML Investors Services’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	-5,252	Closed	-$203K	–	1504
2019 Q4	$203K	Sell	5,252 -464	-8%	-$17.5K	﹤0.01%	1427
2019 Q3	$214K	Sell	5,716 -1,044	-15%	-$39.5K	﹤0.01%	1373
2019 Q2	$251K	Buy	6,760 +7	+0.1%	+$249	﹤0.01%	1391
2019 Q1	$225K	Buy	+6,753	New	+$214K	﹤0.01%	1423
2018 Q4	–	Sell	-7,186	Closed	-$245K	–	1587
2018 Q3	$245K	Buy	+7,186	New	+$253K	﹤0.01%	1387

Other funds holding PFI

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

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services's PFI Position: Q1 2020 in Review

MML Investors Services sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2020, closing a stake of 5,252 shares — an estimated $203K sold.

MML Investors Services first reported a position in PFI in Q3 2018 and held it in 5 quarters. The position peaked at $251K in Q2 2019. 29 funds tracked by Wall St. Rank hold PFI as of Q1 2020.

MML Investors Services reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2020 after selling out during the quarter.
MML Investors Services sold 5,252 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2020, an estimated $203K.
MML Investors Services first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2018 and held it in 5 quarters.
MML Investors Services's Invesco Dorsey Wright Financial Momentum ETF position peaked at $251K in Q2 2019.
29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2020.

Based on MML Investors Services's 13F filing for Q1 2020, filed 14 May 2020.