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Wealthcare Advisory Partners’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-300
Closed -$14K – 1477
2021
Q1 		$14K Buy
+300
New +$14.1K ﹤0.01% 1345

Other funds holding PFI

EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wealthcare Advisory Partners's PFI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2021, closing a stake of 300 shares — an estimated $14K sold.

Wealthcare Advisory Partners first reported a position in PFI in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 33 funds tracked by Wall St. Rank hold PFI as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 300 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2021, an estimated $14K.
  • Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco Dorsey Wright Financial Momentum ETF position peaked at $14K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.