Bank of Montreal’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Bank of Montreal’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	-62	Closed	-$3.05K	–	3969
2025 Q4	$3.05K	Buy	+62	New	+$3.53K	﹤0.01%	3527
2023 Q2	–	Sell	-13	Closed	-$570	–	4219
2023 Q1	$570	Buy	+13	New	+$543	﹤0.01%	3734
2020 Q1	–	Sell	-288	Closed	-$11K	–	4554
2019 Q4	$11K	Hold	288	–	–	﹤0.01%	4544
2019 Q3	$11K	Hold	288	–	–	﹤0.01%	4382
2019 Q2	$11K	Hold	288	–	–	﹤0.01%	4492
2019 Q1	$10K	Hold	288	–	–	﹤0.01%	3876
2018 Q4	$8K	Hold	288	–	–	﹤0.01%	3950
2018 Q3	$10K	Hold	288	–	–	﹤0.01%	3923
2018 Q2	$10K	Hold	288	–	–	﹤0.01%	3957
2018 Q1	$10K	Hold	288	–	–	﹤0.01%	3765
2017 Q4	$10K	Hold	288	–	–	﹤0.01%	3774
2017 Q3	$9K	Hold	288	–	–	﹤0.01%	3729
2017 Q2	$9K	Hold	288	–	–	﹤0.01%	3743
2017 Q1	$9K	Hold	288	–	–	﹤0.01%	3586
2016 Q4	$9K	Buy	288 +108	+60%	+$3.25K	﹤0.01%	3633
2016 Q3	$6K	Hold	180	–	–	﹤0.01%	3674
2016 Q2	$6K	Hold	180	–	–	﹤0.01%	3697
2016 Q1	$0	Hold	180	–	–	﹤0.01%	4351
2015 Q4	$6K	Hold	180	–	–	﹤0.01%	3748
2015 Q3	$5K	Buy	180 +130	+260%	+$3.98K	﹤0.01%	3646
2015 Q2	$2K	Buy	+50	New	+$1.56K	﹤0.01%	3762

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

Bank of Montreal's PFI Position: Q1 2026 in Review

Bank of Montreal sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2026, closing a stake of 62 shares — an estimated $3.05K sold.

Bank of Montreal first reported a position in PFI in Q2 2015 and held it in 21 quarters. The position peaked at $11K in Q4 2019. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.

Bank of Montreal reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2026 after selling out during the quarter.
Bank of Montreal sold 62 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2026, an estimated $3.05K.
Bank of Montreal first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2015 and held it in 21 quarters.
Bank of Montreal's Invesco Dorsey Wright Financial Momentum ETF position peaked at $11K in Q4 2019.
33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.