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Farther Finance Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Farther Finance 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 		$1.03M Sell
16,859
-52
-0.3% -$3.04K 0.01% 1091
2026
Q1 		$905K Hold
16,911
– – 0.01% 1033
2025
Q4 		$976K Sell
16,911
-45
-0.3% -$2.56K 0.01% 896
2025
Q3 		$983K Buy
16,956
+138
+0.8% +$7.81K 0.01% 737
2025
Q2 		$954K Buy
16,818
+641
+4% +$34.3K 0.02% 609
2025
Q1 		$865K Buy
+16,177
New +$924K 0.02% 571

Other funds holding PFI

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's PFI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 0.31% in Q2 2026, selling an estimated $3.04K and leaving 16,859 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1091.

Farther Finance Advisors first reported a position in PFI in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

  • Farther Finance Advisors held 16,859 shares of Invesco Dorsey Wright Financial Momentum ETF worth $1.03M as of Q2 2026.
  • Farther Finance Advisors sold 52 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2026, an estimated $3.04K.
  • Invesco Dorsey Wright Financial Momentum ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1091 holding.
  • Farther Finance Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.