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WFG Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

WFG Advisors’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
2017
Q2 		$626K Buy
19,865
+1,191
+6% +$36.4K 0.14% 170
2017
Q1 		$578K Sell
18,674
-1,970
-10% -$61.4K 0.15% 153
2016
Q4 		$633K Buy
+20,644
New +$620K 0.16% 172

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
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's PFI Position: Q2 2017 in Review

WFG Advisors increased its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 6.4% in Q2 2017, buying an estimated $36.4K and bringing the position to 19,865 shares worth $626K. The position accounts for 0.14% of the portfolio, ranked #170.

WFG Advisors first reported a position in PFI in Q4 2016 and has held it in 3 quarters since. The position peaked at $633K in Q4 2016. 40 funds tracked by Wall St. Rank hold PFI as of Q2 2017.

  • WFG Advisors held 19,865 shares of Invesco Dorsey Wright Financial Momentum ETF worth $626K as of Q2 2017.
  • WFG Advisors bought 1,191 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2017, an estimated $36.4K.
  • Invesco Dorsey Wright Financial Momentum ETF made up 0.14% of WFG Advisors's portfolio in Q2 2017, its #170 holding.
  • WFG Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2016 and has held it in 3 quarters since.
  • WFG Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $633K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.