Goldman Sachs
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Goldman Sachs’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Goldman Sachs’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
Q1 		$371K Buy
6,965
+126
+2% +$7.09K ﹤0.01% 5775
2025
Q4 		$395K Sell
6,839
-5,091
-43% -$290K ﹤0.01% 5736
2025
Q3 		$692K Buy
11,930
+4,366
+58% +$247K ﹤0.01% 5306
2025
Q2 		$429K Buy
7,564
+904
+14% +$48.4K ﹤0.01% 5244
2025
Q1 		$356K Hold
6,660
– – ﹤0.01% 5379
2024
Q4 		$380K Hold
6,660
– – ﹤0.01% 5388
2024
Q3 		$369K Hold
6,660
– – ﹤0.01% 5207
2024
Q2 		$325K Hold
6,660
– – ﹤0.01% 5061
2024
Q1 		$331K Hold
6,660
– – ﹤0.01% 4928
2023
Q4 		$300K Hold
6,660
– – ﹤0.01% 5007
2023
Q3 		$276K Hold
6,660
– – ﹤0.01% 4929
2023
Q2 		$280K Buy
+6,660
New +$269K ﹤0.01% 5046

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Goldman Sachs's PFI Position: Q1 2026 in Review

Goldman Sachs increased its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 1.8% in Q1 2026, buying an estimated $7.09K and bringing the position to 6,965 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #5775.

Goldman Sachs first reported a position in PFI in Q2 2023 and has held it in 12 quarters since. The position peaked at $692K in Q3 2025. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.

  • Goldman Sachs held 6,965 shares of Invesco Dorsey Wright Financial Momentum ETF worth $371K as of Q1 2026.
  • Goldman Sachs bought 126 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2026, an estimated $7.09K.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5775 holding.
  • Goldman Sachs first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2023 and has held it in 12 quarters since.
  • Goldman Sachs's Invesco Dorsey Wright Financial Momentum ETF position peaked at $692K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.