Citadel Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,558
| Closed | -$321K | – | 13914 |
|
|
2025
Q4 | $321K | Sell |
5,558
-1,891
| -25% | -$108K | ﹤0.01% | 9984 |
|
|
2025
Q3 | $432K | Buy |
7,449
+2,408
| +48% | +$136K | ﹤0.01% | 9488 |
|
|
2025
Q2 | $286K | Buy |
+5,041
| New | +$270K | ﹤0.01% | 9918 |
|
|
2025
Q1 | – | Sell |
-5,975
| Closed | -$341K | – | 15310 |
|
|
2024
Q4 | $341K | Buy |
+5,975
| New | +$351K | ﹤0.01% | 9399 |
|
|
2024
Q2 | – | Sell |
-8,355
| Closed | -$415K | – | 15101 |
|
|
2024
Q1 | $415K | Buy |
+8,355
| New | +$388K | ﹤0.01% | 8788 |
|
|
2023
Q4 | – | Sell |
-6,237
| Closed | -$258K | – | 14991 |
|
|
2023
Q3 | $258K | Buy |
+6,237
| New | +$270K | ﹤0.01% | 9438 |
|
|
2023
Q2 | – | Sell |
-6,441
| Closed | -$257K | – | 15007 |
|
|
2023
Q1 | $257K | Sell |
6,441
-5,189
| -45% | -$217K | ﹤0.01% | 9701 |
|
|
2022
Q4 | $474K | Buy |
11,630
+4,717
| +68% | +$196K | ﹤0.01% | 8351 |
|
|
2022
Q3 | $265K | Buy |
+6,913
| New | +$287K | ﹤0.01% | 9835 |
|
|
2022
Q1 | – | Sell |
-10,212
| Closed | -$558K | – | 14330 |
|
|
2021
Q4 | $558K | Buy |
10,212
+2,701
| +36% | +$152K | ﹤0.01% | 9429 |
|
|
2021
Q3 | $398K | Buy |
+7,511
| New | +$392K | ﹤0.01% | 10423 |
|
|
2021
Q1 | – | Sell |
-15,155
| Closed | -$653K | – | 13579 |
|
|
2020
Q4 | $653K | Sell |
15,155
-5,649
| -27% | -$224K | ﹤0.01% | 7644 |
|
|
2020
Q3 | $772K | Buy |
+20,804
| New | +$762K | ﹤0.01% | 6511 |
|
|
2020
Q2 | – | Sell |
-36,025
| Closed | -$1.04M | – | 10323 |
|
|
2020
Q1 | $1.04M | Buy |
36,025
+28,811
| +399% | +$1.06M | ﹤0.01% | 5261 |
|
|
2019
Q4 | $279K | Buy |
+7,214
| New | +$273K | ﹤0.01% | 7690 |
|
|
2019
Q3 | – | Sell |
-16,804
| Closed | -$626K | – | 9612 |
|
|
2019
Q2 | $626K | Buy |
16,804
+7,008
| +72% | +$249K | ﹤0.01% | 6466 |
|
|
2019
Q1 | $331K | Sell |
9,796
-29,605
| -75% | -$937K | ﹤0.01% | 7469 |
|
|
2018
Q4 | $1.13M | Sell |
39,401
-9,153
| -19% | -$287K | ﹤0.01% | 5131 |
|
|
2018
Q3 | $1.67M | Buy |
+48,554
| New | +$1.71M | ﹤0.01% | 4705 |
|
|
2017
Q2 | – | Sell |
-36,459
| Closed | -$1.13M | – | 7910 |
|
|
2017
Q1 | $1.13M | Buy |
+36,459
| New | +$1.14M | ﹤0.01% | 3822 |
|
|
2016
Q4 | – | Sell |
-17,215
| Closed | -$529K | – | 7692 |
|
|
2016
Q3 | $529K | Buy |
17,215
+9,569
| +125% | +$298K | ﹤0.01% | 4771 |
|
|
2016
Q2 | $238K | Sell |
7,646
-38,278
| -83% | -$1.15M | ﹤0.01% | 5567 |
|
|
2016
Q1 | $1.39M | Buy |
45,924
+18,325
| +66% | +$523K | ﹤0.01% | 3081 |
|
|
2015
Q4 | $847K | Buy |
27,599
+791
| +3% | +$24.4K | ﹤0.01% | 3785 |
|
|
2015
Q3 | $791K | Sell |
26,808
-6,476
| -19% | -$198K | ﹤0.01% | 4142 |
|
|
2015
Q2 | $1.01M | Sell |
33,284
-46,009
| -58% | -$1.43M | ﹤0.01% | 3945 |
|
|
2015
Q1 | $2.54M | Buy |
+79,293
| New | +$2.49M | ﹤0.01% | 2771 |
|
Other funds holding PFI
FFA
GCA
Citadel Advisors's PFI Position: Q1 2026 in Review
Citadel Advisors sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2026, closing a stake of 5,558 shares — an estimated $321K sold.
Citadel Advisors first reported a position in PFI in Q1 2015 and held it in 27 quarters. The position peaked at $2.54M in Q1 2015. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.
- Citadel Advisors reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2026 after selling out during the quarter.
- Citadel Advisors sold 5,558 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2026, an estimated $321K.
- Citadel Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2015 and held it in 27 quarters.
- Citadel Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $2.54M in Q1 2015.
- 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.