Advisory Services Network’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Advisory Services Network’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
2026 Q1	–	Sell	-7,683	Closed	-$444K	–	4838
2025 Q4	$444K	Buy	7,683 +769	+11%	+$43.8K	0.01%	1278
2025 Q3	$401K	Sell	6,914 -241	-3%	-$13.6K	0.01%	1313
2025 Q2	$400K	Buy	7,155 +1,681	+31%	+$90.1K	0.01%	1259
2025 Q1	$293K	Buy	5,474 +1,342	+32%	+$76.7K	0.01%	1315
2024 Q4	$236K	Buy	+4,132	New	+$243K	﹤0.01%	1410
2024 Q1	–	Sell	-138	Closed	-$6.21K	–	3033
2023 Q4	$6.21K	Buy	+138	New	+$5.84K	﹤0.01%	3036
2023 Q2	–	Sell	-546	Closed	-$21.8K	–	3022
2023 Q1	$21.8K	Sell	546 -2,224	-80%	-$92.9K	﹤0.01%	2489
2022 Q4	$113K	Buy	+2,770	New	+$115K	﹤0.01%	1543
2020 Q2	–	Sell	-2,025	Closed	-$59K	–	2256
2020 Q1	$59K	Hold	2,025	–	–	﹤0.01%	1306
2019 Q4	$78K	Buy	2,025 +54	+3%	+$2.04K	﹤0.01%	1274
2019 Q3	$73K	Hold	1,971	–	–	﹤0.01%	1203
2019 Q2	$73K	Buy	+1,971	New	+$70.1K	﹤0.01%	1201
2018 Q2	–	Sell	-1,666	Closed	-$58K	–	2637
2018 Q1	$58K	Hold	1,666	–	–	﹤0.01%	1250
2017 Q4	$58K	Buy	+1,666	New	+$57.2K	0.01%	1204

Other funds holding PFI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Advisory Services Network's PFI Position: Q1 2026 in Review

Advisory Services Network sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2026, closing a stake of 7,683 shares — an estimated $444K sold.

Advisory Services Network first reported a position in PFI in Q4 2017 and held it in 14 quarters. The position peaked at $444K in Q4 2025. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.

Advisory Services Network reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2026 after selling out during the quarter.
Advisory Services Network sold 7,683 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2026, an estimated $444K.
Advisory Services Network first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2017 and held it in 14 quarters.
Advisory Services Network's Invesco Dorsey Wright Financial Momentum ETF position peaked at $444K in Q4 2025.
33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.