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 Q2	$406K	Sell	6,667 -298	-4%	-$17.4K	﹤0.01%	5829
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 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

Goldman Sachs's PFI Position: Q2 2026 in Review

Goldman Sachs reduced its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 4.3% in Q2 2026, selling an estimated $17.4K and leaving 6,667 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #5829.

Goldman Sachs first reported a position in PFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $692K in Q3 2025. 29 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

Goldman Sachs held 6,667 shares of Invesco Dorsey Wright Financial Momentum ETF worth $406K as of Q2 2026.
Goldman Sachs sold 298 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2026, an estimated $17.4K.
Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #5829 holding.
Goldman Sachs first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2023 and has held it in 13 quarters since.
Goldman Sachs's Invesco Dorsey Wright Financial Momentum ETF position peaked at $692K in Q3 2025.
29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.