Patriot Financial Group Insurance Agency’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-103	Closed	-$4K	–	1507
2022 Q2	$4K	Hold	103	–	–	﹤0.01%	1568
2022 Q1	$5K	Buy	103 +1	+1%	+$50	﹤0.01%	1627
2021 Q4	$6K	Hold	102	–	–	﹤0.01%	1661
2021 Q3	$5K	Buy	102 +1	+1%	+$52	﹤0.01%	1703
2021 Q2	$5K	Hold	101	–	–	﹤0.01%	1662
2021 Q1	$5K	Hold	101	–	–	﹤0.01%	1564
2020 Q4	$4K	Hold	101	–	–	﹤0.01%	1495
2020 Q3	$4K	Buy	101 +1	+1%	+$37	﹤0.01%	1307
2020 Q2	$3K	Buy	+100	New	+$3.25K	﹤0.01%	1323

Other funds holding PFI

TFA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's PFI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2022, closing a stake of 103 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in PFI in Q2 2020 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 34 funds tracked by Wall St. Rank hold PFI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 103 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Invesco Dorsey Wright Financial Momentum ETF position peaked at $6K in Q4 2021.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.