Transamerica Financial Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
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|
2025
Q1 | $15.6M | Buy |
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|
2024
Q4 | $16.1M | Buy |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $13.1M | Hold |
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|
2024
Q1 | $13.3M | Buy |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $11.3M | Sell |
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|
2022
Q3 | $10.9M | Buy |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $60K | Sell |
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|
2021
Q4 | $88K | Sell |
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|
2021
Q3 | $87K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $18K | Sell |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $161K | Sell |
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|
2019
Q3 | $165K | Sell |
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|
2019
Q2 | $4.04M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $45K | Sell |
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|
2018
Q3 | $56K | Sell |
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|
2018
Q2 | $4.45M | Sell |
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|
2018
Q1 | $4.8M | Sell |
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|
2017
Q4 | $5.42M | Sell |
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|
2017
Q3 | $7.39M | Sell |
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|
2017
Q2 | $8.33M | Sell |
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|
2017
Q1 | $9.56M | Sell |
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|
2016
Q4 | $11.6M | Buy |
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