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

Briaud Financial Planning’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
2025
Q3 		– Sell
-236
Closed -$13K – 258
2025
Q2 		$13K Buy
+236
New +$12.6K 0.01% 220

Other funds holding PFI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Briaud Financial Planning's PFI Position: Q3 2025 in Review

Briaud Financial Planning sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2025, closing a stake of 236 shares — an estimated $13K sold.

Briaud Financial Planning first reported a position in PFI in Q2 2025 and held it in 1 quarter. The position peaked at $13K in Q2 2025. 34 funds tracked by Wall St. Rank hold PFI as of Q3 2025.

  • Briaud Financial Planning reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 236 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2025, an estimated $13K.
  • Briaud Financial Planning first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Invesco Dorsey Wright Financial Momentum ETF position peaked at $13K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.