Unique Wealth Strategies’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-10,135	Closed	-$504K	–	542
2024 Q2	$504K	Hold	10,135	–	–	0.24%	118
2024 Q1	$504K	Buy	+10,135	New	+$471K	0.25%	118

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

GCA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI

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

Unique Wealth Strategies's PFI Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2024, closing a stake of 10,135 shares — an estimated $504K sold.

Unique Wealth Strategies first reported a position in PFI in Q1 2024 and held it in 2 quarters. The position peaked at $504K in Q2 2024. 32 funds tracked by Wall St. Rank hold PFI as of Q3 2024.

Unique Wealth Strategies reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 10,135 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2024, an estimated $504K.
Unique Wealth Strategies first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2024 and held it in 2 quarters.
Unique Wealth Strategies's Invesco Dorsey Wright Financial Momentum ETF position peaked at $504K in Q2 2024.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.