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

Fidelity Investments’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	$2.51K	Hold	41	–	–	﹤0.01%	5121
2026 Q1	$2.19K	Sell	41 -18	-31%	-$1.01K	﹤0.01%	5022
2025 Q4	$3.42K	Hold	59	–	–	﹤0.01%	4948
2025 Q3	$3.43K	Buy	59 +49	+490%	+$2.77K	﹤0.01%	4858
2025 Q2	$595	Hold	10	–	–	﹤0.01%	5020
2025 Q1	$560	Buy	+10	New	+$571	﹤0.01%	5007
2023 Q3	–	Sell	-1	Closed	-$42	–	5459
2023 Q2	$42	Buy	+1	New	+$40	﹤0.01%	5045
2019 Q1	–	Sell	-1	Closed	–	–	4055
2018 Q4	$0	Buy	+1	New	+$31	﹤0.01%	3976

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

Fidelity Investments's PFI Position: Q2 2026 in Review

Fidelity Investments held its Invesco Dorsey Wright Financial Momentum ETF (PFI) position steady in Q2 2026 at 41 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #5121.

Fidelity Investments first reported a position in PFI in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.43K in Q3 2025. 30 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

Fidelity Investments held 41 shares of Invesco Dorsey Wright Financial Momentum ETF worth $2.51K as of Q2 2026.
Fidelity Investments left its Invesco Dorsey Wright Financial Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5121 holding.
Fidelity Investments first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2018 and has held it in 8 quarters since.
Fidelity Investments's Invesco Dorsey Wright Financial Momentum ETF position peaked at $3.43K in Q3 2025.
30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.