Synergy Asset Management’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-100	Closed	-$5.54K	–	625
2024 Q4	$5.54K	Buy	+100	New	+$5.88K	﹤0.01%	556

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 $40.4B AUM 21.2% 1-Year Est. Return

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Synergy Asset Management's PFI Position: Q1 2025 in Review

Synergy Asset Management sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2025, closing a stake of 100 shares — an estimated $5.54K sold.

Synergy Asset Management first reported a position in PFI in Q4 2024 and held it in 1 quarter. The position peaked at $5.54K in Q4 2024. 32 funds tracked by Wall St. Rank hold PFI as of Q1 2025.

Synergy Asset Management reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 100 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2025, an estimated $5.54K.
Synergy Asset Management first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Invesco Dorsey Wright Financial Momentum ETF position peaked at $5.54K in Q4 2024.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.