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Money Concepts Capital’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Money Concepts Capital’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
2022
Q2 		– Sell
-5,276
Closed -$259K – 2276
2022
Q1 		$259K Sell
5,276
-108
-2% -$5.36K 0.01% 629
2021
Q4 		$294K Buy
+5,384
New +$303K 0.02% 412

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Money Concepts Capital's PFI Position: Q2 2022 in Review

Money Concepts Capital sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2022, closing a stake of 5,276 shares — an estimated $259K sold.

Money Concepts Capital first reported a position in PFI in Q4 2021 and held it in 2 quarters. The position peaked at $294K in Q4 2021. 31 funds tracked by Wall St. Rank hold PFI as of Q2 2022.

  • Money Concepts Capital reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Money Concepts Capital sold 5,276 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2022, an estimated $259K.
  • Money Concepts Capital first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2021 and held it in 2 quarters.
  • Money Concepts Capital's Invesco Dorsey Wright Financial Momentum ETF position peaked at $294K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.