Cambridge Investment Research Advisors
PFI icon

Cambridge Investment Research Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$229K Buy
3,757
+1
+0% +$58 ﹤0.01% 3700
2026
Q1 		$200K Sell
3,756
-6,470
-63% -$364K ﹤0.01% 3679
2025
Q4 		$590K Sell
10,226
-1,381
-12% -$78.7K ﹤0.01% 2563
2025
Q3 		$673K Sell
11,607
-24,398
-68% -$1.38M ﹤0.01% 2393
2025
Q2 		$2.04M Sell
36,005
-1,194
-3% -$64K 0.01% 1420
2025
Q1 		$1.99M Sell
37,199
-150
-0.4% -$8.57K 0.01% 1353
2024
Q4 		$2.13M Buy
37,349
+33
+0.1% +$1.94K 0.01% 1313
2024
Q3 		$2.06M Buy
37,316
+127
+0.3% +$6.66K 0.01% 1324
2024
Q2 		$1.82M Buy
37,189
+10,783
+41% +$523K 0.01% 1344
2024
Q1 		$1.31M Buy
26,406
+21,734
+465% +$1.01M 0.01% 1545
2023
Q4 		$210K Sell
4,672
-601
-11% -$25.4K ﹤0.01% 2864
2023
Q3 		$218K Sell
5,273
-411
-7% -$17.8K ﹤0.01% 2745
2023
Q2 		$239K Sell
5,684
-1,322
-19% -$53.4K ﹤0.01% 2724
2023
Q1 		$279K Buy
7,006
+5
+0.1% +$209 ﹤0.01% 2552
2022
Q4 		$285K Sell
7,001
-165
-2% -$6.84K ﹤0.01% 2471
2022
Q3 		$275K Sell
7,166
-1,296
-15% -$53.9K ﹤0.01% 2439
2022
Q2 		$336K Sell
8,462
-4,490
-35% -$197K ﹤0.01% 2281
2022
Q1 		$636K Sell
12,952
-1,132
-8% -$56.1K ﹤0.01% 1914
2021
Q4 		$770K Buy
14,084
+2,571
+22% +$145K ﹤0.01% 1764
2021
Q3 		$611K Buy
11,513
+2,995
+35% +$156K ﹤0.01% 1892
2021
Q2 		$432K Sell
8,518
-51
-0.6% -$2.59K ﹤0.01% 2167
2021
Q1 		$412K Buy
8,569
+459
+6% +$21.6K ﹤0.01% 2031
2020
Q4 		$349K Sell
8,110
-304
-4% -$12.1K ﹤0.01% 2024
2020
Q3 		$312K Sell
8,414
-17,712
-68% -$649K ﹤0.01% 1909
2020
Q2 		$898K Buy
26,126
+17,052
+188% +$555K 0.01% 1186
2020
Q1 		$263K Sell
9,074
-1,102
-11% -$40.7K ﹤0.01% 1754
2019
Q4 		$393K Buy
10,176
+201
+2% +$7.6K ﹤0.01% 1739
2019
Q3 		$373K Sell
9,975
-646
-6% -$24.4K ﹤0.01% 1686
2019
Q2 		$394K Buy
10,621
+1
+0% +$36 ﹤0.01% 1590
2019
Q1 		$355K Sell
10,620
-302
-3% -$9.56K ﹤0.01% 1707
2018
Q4 		$312K Sell
10,922
-5,676
-34% -$178K ﹤0.01% 1641
2018
Q3 		$567K Sell
16,598
-11,524
-41% -$406K 0.01% 1368
2018
Q2 		$980K Buy
28,122
+4,438
+19% +$158K 0.01% 996
2018
Q1 		$830K Buy
23,684
+14,970
+172% +$537K 0.01% 1039
2017
Q4 		$306K Buy
8,714
+497
+6% +$17.1K ﹤0.01% 1640
2017
Q3 		$271K Buy
+8,217
New +$262K ﹤0.01% 1616
2017
Q2 		– Sell
-9,946
Closed -$308K – 1969
2017
Q1 		$308K Buy
9,946
+3,265
+49% +$102K 0.01% 1361
2016
Q4 		$205K Buy
+6,681
New +$201K ﹤0.01% 1484

Other funds holding PFI

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's PFI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 0.03% in Q2 2026, buying an estimated $58 and bringing the position to 3,757 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

Cambridge Investment Research Advisors first reported a position in PFI in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.13M in Q4 2024. 7 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

  • Cambridge Investment Research Advisors held 3,757 shares of Invesco Dorsey Wright Financial Momentum ETF worth $229K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1 Invesco Dorsey Wright Financial Momentum ETF share in Q2 2026, an estimated $58.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3700 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2016 and has held it in 38 quarters since.
  • Cambridge Investment Research Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $2.13M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.