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

Centaurus Financial’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 Q4	–	Sell	-1,925	Closed	-$112K	–	1087
2025 Q3	$112K	Hold	1,925	–	–	0.01%	984
2025 Q2	$109K	Hold	1,925	–	–	0.01%	918
2025 Q1	$103K	Sell	1,925 -450	-19%	-$25.7K	0.01%	870
2024 Q4	$135K	Hold	2,375	–	–	0.01%	791
2024 Q3	$131K	Buy	+2,375	New	+$124K	0.01%	768
2022 Q2	–	Sell	-5,956	Closed	-$293K	–	904
2022 Q1	$293K	Buy	5,956 +3,698	+164%	+$183K	0.02%	552
2021 Q4	$123K	Buy	+2,258	New	+$127K	0.01%	829

Other funds holding PFI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

FFA

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

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

Centaurus Financial's PFI Position: Q4 2025 in Review

Centaurus Financial sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q4 2025, closing a stake of 1,925 shares — an estimated $112K sold.

Centaurus Financial first reported a position in PFI in Q4 2021 and held it in 7 quarters. The position peaked at $293K in Q1 2022. 37 funds tracked by Wall St. Rank hold PFI as of Q4 2025.

Centaurus Financial reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q4 2025 after selling out during the quarter.
Centaurus Financial sold 1,925 Invesco Dorsey Wright Financial Momentum ETF shares in Q4 2025, an estimated $112K.
Centaurus Financial first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2021 and held it in 7 quarters.
Centaurus Financial's Invesco Dorsey Wright Financial Momentum ETF position peaked at $293K in Q1 2022.
37 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q4 2025.

Based on Centaurus Financial's 13F filing for Q4 2025, filed 13 Feb 2026.