Cetera Investment Advisers’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Cetera Investment Advisers’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	$291K	Sell	4,784 -186	-4%	-$10.9K	﹤0.01%	4176
2026 Q1	$265K	Sell	4,970 -146	-3%	-$8.22K	﹤0.01%	4089
2025 Q4	$295K	Buy	5,116 +225	+5%	+$12.8K	﹤0.01%	3915
2025 Q3	$284K	Buy	4,891 +922	+23%	+$52.2K	﹤0.01%	3873
2025 Q2	$225K	Sell	3,969 -1,251	-24%	-$67K	﹤0.01%	3635
2025 Q1	$279K	Sell	5,220 -222	-4%	-$12.7K	﹤0.01%	3323
2024 Q4	$310K	Buy	5,442 +49	+0.9%	+$2.88K	﹤0.01%	3099
2024 Q3	$299K	Buy	5,393 +50	+0.9%	+$2.62K	﹤0.01%	3066
2024 Q2	$261K	Buy	5,343 +371	+7%	+$18K	﹤0.01%	3159
2024 Q1	$247K	Buy	+4,972	New	+$231K	﹤0.01%	3201
2022 Q1	–	Sell	-10,188	Closed	-$557K	–	1970
2021 Q4	$557K	Buy	+10,188	New	+$573K	0.01%	1117

Other funds holding PFI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers's PFI Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 3.7% in Q2 2026, selling an estimated $10.9K and leaving 4,784 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #4176.

Cetera Investment Advisers first reported a position in PFI in Q4 2021 and has held it in 11 quarters since. The position peaked at $557K in Q4 2021. 29 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

Cetera Investment Advisers held 4,784 shares of Invesco Dorsey Wright Financial Momentum ETF worth $291K as of Q2 2026.
Cetera Investment Advisers sold 186 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2026, an estimated $10.9K.
Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4176 holding.
Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2021 and has held it in 11 quarters since.
Cetera Investment Advisers's Invesco Dorsey Wright Financial Momentum ETF position peaked at $557K in Q4 2021.
29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.