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WealthBridge Capital Management’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

WealthBridge Capital 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
-5,086
Closed -$178K – 650
2019
Q1 		$178K Sell
5,086
-334
-6% -$10.6K 0.11% 119
2018
Q4 		$155K Buy
+5,420
New +$170K 0.12% 123

Other funds holding PFI

Invesco
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
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

WealthBridge Capital Management's PFI Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2019, closing a stake of 5,086 shares — an estimated $178K sold.

WealthBridge Capital Management first reported a position in PFI in Q4 2018 and held it in 2 quarters. The position peaked at $178K in Q1 2019. 36 funds tracked by Wall St. Rank hold PFI as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 5,086 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2019, an estimated $178K.
  • WealthBridge Capital Management first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Invesco Dorsey Wright Financial Momentum ETF position peaked at $178K in Q1 2019.
  • 36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.