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SJS Investment Consulting’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

SJS Investment Consulting’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
Q1 		$9K Hold
182
– – ﹤0.01% 401
2021
Q4 		$10K Buy
+182
New +$10.2K ﹤0.01% 376

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SJS Investment Consulting's PFI Position: Q1 2022 in Review

SJS Investment Consulting held its Invesco Dorsey Wright Financial Momentum ETF (PFI) position steady in Q1 2022 at 182 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

SJS Investment Consulting first reported a position in PFI in Q4 2021 and has held it in 2 quarters since. The position peaked at $10K in Q4 2021. 41 funds tracked by Wall St. Rank hold PFI as of Q1 2022.

  • SJS Investment Consulting held 182 shares of Invesco Dorsey Wright Financial Momentum ETF worth $9K as of Q1 2022.
  • SJS Investment Consulting left its Invesco Dorsey Wright Financial Momentum ETF share count unchanged in Q1 2022.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2022, its #401 holding.
  • SJS Investment Consulting first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2021 and has held it in 2 quarters since.
  • SJS Investment Consulting's Invesco Dorsey Wright Financial Momentum ETF position peaked at $10K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2022.

Based on SJS Investment Consulting's 13F filing for Q1 2022, filed 5 May 2022.