Coppell Advisory Solutions’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Coppell Advisory Solutions’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	$2.58M	Buy	+13	New	+$759	0.21%	89
2025 Q1	–	Sell	-13	Closed	-$737	–	1429
2024 Q4	$737	Hold	13	–	–	﹤0.01%	1710
2024 Q3	$718	Hold	13	–	–	﹤0.01%	1617
2024 Q2	$635	Buy	+13	New	+$630	﹤0.01%	1565

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coppell Advisory Solutions's PFI Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2026: 13 shares worth $2.58M. The stake represents 0.21% of the portfolio and ranks #89 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PFI as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in PFI in Q2 2024 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

Coppell Advisory Solutions held 13 shares of Invesco Dorsey Wright Financial Momentum ETF worth $2.58M as of Q2 2026.
Invesco Dorsey Wright Financial Momentum ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco Dorsey Wright Financial Momentum ETF made up 0.21% of Coppell Advisory Solutions's portfolio in Q2 2026, its #89 holding.
Coppell Advisory Solutions first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2024 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.