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Parallel Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Parallel Advisors’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
Q3 		– Sell
-1,326
Closed -$55.8K – 3462
2023
Q2 		$55.8K Buy
+1,326
New +$53.6K ﹤0.01% 1353

Other funds holding PFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Parallel Advisors's PFI Position: Q3 2023 in Review

Parallel Advisors sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2023, closing a stake of 1,326 shares — an estimated $55.8K sold.

Parallel Advisors first reported a position in PFI in Q2 2023 and held it in 1 quarter. The position peaked at $55.8K in Q2 2023. 26 funds tracked by Wall St. Rank hold PFI as of Q3 2023.

  • Parallel Advisors reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Parallel Advisors sold 1,326 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2023, an estimated $55.8K.
  • Parallel Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2023 and held it in 1 quarter.
  • Parallel Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $55.8K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2023.

Based on Parallel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.