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

SeaCrest 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
2019 Q2	–	Sell	-960	Closed	-$32K	–	1466
2019 Q1	$32K	Hold	960	–	–	0.01%	1091
2018 Q4	$27K	Hold	960	–	–	0.01%	1117
2018 Q3	$33K	Hold	960	–	–	0.01%	1179
2018 Q2	$33K	Hold	960	–	–	0.01%	1153
2018 Q1	$34K	Hold	960	–	–	0.01%	1115
2017 Q4	$34K	Buy	+960	New	+$33K	0.01%	1125

Other funds holding PFI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

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

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

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

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

PAG

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

SeaCrest Wealth Management's PFI Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2019, closing a stake of 960 shares — an estimated $32K sold.

SeaCrest Wealth Management first reported a position in PFI in Q4 2017 and held it in 6 quarters. The position peaked at $34K in Q1 2018. 36 funds tracked by Wall St. Rank hold PFI as of Q2 2019.

SeaCrest Wealth Management reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 960 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2019, an estimated $32K.
SeaCrest Wealth Management first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Invesco Dorsey Wright Financial Momentum ETF position peaked at $34K in Q1 2018.
36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.