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

Ameriprise’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 		$533K Sell
10,011
-8,141
-45% -$458K ﹤0.01% 3563
2025
Q4 		$1.05M Sell
18,152
-917
-5% -$52.2K ﹤0.01% 3311
2025
Q3 		$1.14M Buy
+19,069
New +$1.08M ﹤0.01% 3293
2024
Q4 		– Sell
-12,392
Closed -$686K – 4141
2024
Q3 		$686K Buy
12,392
+417
+3% +$21.9K ﹤0.01% 3371
2024
Q2 		$585K Buy
11,975
+23
+0.2% +$1.11K ﹤0.01% 3367
2024
Q1 		$594K Sell
11,952
-254
-2% -$11.8K ﹤0.01% 3359
2023
Q4 		$549K Sell
12,206
-5,171
-30% -$219K ﹤0.01% 3425
2023
Q3 		$719K Sell
17,377
-163
-0.9% -$7.06K ﹤0.01% 3278
2023
Q2 		$738K Sell
17,540
-319
-2% -$12.9K ﹤0.01% 3293
2023
Q1 		$712K Sell
17,859
-189
-1% -$7.89K ﹤0.01% 3296
2022
Q4 		$735K Sell
18,048
-1,070
-6% -$44.4K ﹤0.01% 3261
2022
Q3 		$732K Buy
19,118
+768
+4% +$31.9K ﹤0.01% 3250
2022
Q2 		$728K Sell
18,350
-3,157
-15% -$139K ﹤0.01% 3247
2022
Q1 		$1.06M Sell
21,507
-22,781
-51% -$1.13M ﹤0.01% 3196
2021
Q4 		$2.42M Sell
44,288
-522
-1% -$29.4K ﹤0.01% 2871
2021
Q3 		$2.38M Buy
44,810
+1,443
+3% +$75.4K ﹤0.01% 2806
2021
Q2 		$2.2M Buy
43,367
+12,001
+38% +$609K ﹤0.01% 2889
2021
Q1 		$1.51M Buy
+31,366
New +$1.47M ﹤0.01% 2960
2020
Q3 		– Sell
-6,729
Closed -$231K – 3768
2020
Q2 		$231K Sell
6,729
-6,919
-51% -$225K ﹤0.01% 3442
2020
Q1 		$408K Sell
13,648
-5,874
-30% -$217K ﹤0.01% 3198
2019
Q4 		$755K Sell
19,522
-78,697
-80% -$2.97M ﹤0.01% 3183
2019
Q3 		$3.68M Buy
98,219
+8,499
+9% +$321K ﹤0.01% 2378
2019
Q2 		$3.32M Buy
89,720
+79,615
+788% +$2.83M ﹤0.01% 2481
2019
Q1 		$337K Sell
10,105
-216
-2% -$6.84K ﹤0.01% 3410
2018
Q4 		$295K Sell
10,321
-43,862
-81% -$1.37M ﹤0.01% 3356
2018
Q3 		$1.85M Sell
54,183
-16,918
-24% -$596K ﹤0.01% 2845
2018
Q2 		$2.48M Buy
71,101
+10,262
+17% +$366K ﹤0.01% 2640
2018
Q1 		$2.13M Buy
60,839
+333
+0.6% +$11.9K ﹤0.01% 2671
2017
Q4 		$2.12M Sell
60,506
-450
-0.7% -$15.4K ﹤0.01% 2628
2017
Q3 		$2.01M Sell
60,956
-301
-0.5% -$9.61K ﹤0.01% 2611
2017
Q2 		$1.93M Sell
61,257
-2,205
-3% -$67.5K ﹤0.01% 2617
2017
Q1 		$1.96M Buy
63,462
+6,643
+12% +$207K ﹤0.01% 2582
2016
Q4 		$1.74M Buy
+56,819
New +$1.71M ﹤0.01% 2697
2014
Q4 		– Sell
-477
Closed -$14K – 4201
2014
Q3 		$14K Hold
477
– – ﹤0.01% 4667
2014
Q2 		$14K Sell
477
-1,052
-69% -$29.6K ﹤0.01% 4508
2014
Q1 		$44K Buy
1,529
+1,114
+268% +$31.6K ﹤0.01% 3844
2013
Q4 		$12K Buy
+415
New +$11.5K ﹤0.01% 4303

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Ameriprise's PFI Position: Q1 2026 in Review

Ameriprise reduced its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 45% in Q1 2026, selling an estimated $458K and leaving 10,011 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

Ameriprise first reported a position in PFI in Q4 2013 and has held it in 37 quarters since. The position peaked at $3.68M in Q3 2019. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.

  • Ameriprise held 10,011 shares of Invesco Dorsey Wright Financial Momentum ETF worth $533K as of Q1 2026.
  • Ameriprise sold 8,141 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2026, an estimated $458K.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3563 holding.
  • Ameriprise first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2013 and has held it in 37 quarters since.
  • Ameriprise's Invesco Dorsey Wright Financial Momentum ETF position peaked at $3.68M in Q3 2019.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.