BELLEVUE ASSET MANAGEMENT, LLC
Position in PFI — Invesco Dorsey Wright Financial Momentum ETF
CIK 1801619
BELLEVUE, WA
All Filings in PFI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PFI | $78,384 | 1,472 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 PFI | $84,978 | 1,472 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 PFI | $85,331 | 1,472 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 PFI | $83,506 | 1,472 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 PFI | $78,678 | 1,472 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 PFI | $83,918 | 1,472 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 PFI | $81,475 | 1,472 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 PFI | $71,892 | 1,472 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 PFI | $73,173 | 1,472 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 PFI | $66,195 | 1,472 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 PFI | $60,940 | 1,472 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 PFI | $61,941 | 1,472 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 PFI | $58,659 | 1,472 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 PFI | $73,820 | 1,812 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 PFI | $69,417 | 1,812 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 PFI | $71,845 | 1,812 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 PFI | $89,023 | 1,812 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 PFI | $119,563 | 2,187 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 PFI | $127,189 | 2,398 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 PFI | $121,674 | 2,398 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 PFI | $122,510 | 2,547 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 PFI | $114,841 | 2,667 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 PFI | $105,680 | 2,847 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 PFI | $97,908 | 2,847 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 PFI | $82,619 | 2,847 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||