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Western Wealth Management’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Western Wealth 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
Q4 		– Sell
-76,486
Closed -$2.86M – 417
2019
Q3 		$2.86M Buy
76,486
+13,590
+22% +$514K 0.6% 32
2019
Q2 		$2.33M Buy
+62,896
New +$2.24M 0.31% 70

Other funds holding PFI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Western Wealth Management's PFI Position: Q4 2019 in Review

Western Wealth Management sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2019, closing a stake of 76,486 shares — an estimated $2.86M sold.

Western Wealth Management first reported a position in PFI in Q2 2019 and held it in 2 quarters. The position peaked at $2.86M in Q3 2019. 38 funds tracked by Wall St. Rank hold PFI as of Q4 2019.

  • Western Wealth Management reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q4 2019 after selling out during the quarter.
  • Western Wealth Management sold 76,486 Invesco Dorsey Wright Financial Momentum ETF shares in Q4 2019, an estimated $2.86M.
  • Western Wealth Management first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2019 and held it in 2 quarters.
  • Western Wealth Management's Invesco Dorsey Wright Financial Momentum ETF position peaked at $2.86M in Q3 2019.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2019.

Based on Western Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.