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

HighTower 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
Q3 		$248K Buy
+4,302
New +$266K ﹤0.01% 3371
2024
Q4 		– Sell
-5,192
Closed -$287K – 4003
2024
Q3 		$287K Sell
5,192
-3
-0.1% -$157 ﹤0.01% 2846
2024
Q2 		$254K Sell
5,195
-32
-0.6% -$1.55K ﹤0.01% 2852
2024
Q1 		$260K Buy
5,227
+1
+0% +$46 ﹤0.01% 2792
2023
Q4 		$236K Buy
5,226
+4
+0.1% +$169 ﹤0.01% 2900
2023
Q3 		$217K Buy
5,222
+3
+0.1% +$130 ﹤0.01% 2852
2023
Q2 		$219K Buy
5,219
+1
+0% +$40 ﹤0.01% 2800
2023
Q1 		$208K Buy
5,218
+3
+0.1% +$125 ﹤0.01% 2726
2022
Q4 		$213K Buy
5,215
+1
+0% +$41 ﹤0.01% 2727
2022
Q3 		$200K Buy
5,214
+2
+0% +$83 ﹤0.01% 2611
2022
Q2 		$207K Buy
5,212
+3
+0.1% +$132 ﹤0.01% 2618
2022
Q1 		$256K Buy
5,209
+3
+0.1% +$149 ﹤0.01% 2653
2021
Q4 		$285K Buy
5,206
+1
+0% +$56 ﹤0.01% 2504
2021
Q3 		$277K Buy
5,205
+2
+0% +$104 ﹤0.01% 2465
2021
Q2 		$265K Buy
5,203
+1
+0% +$51 ﹤0.01% 2461
2021
Q1 		$250K Buy
5,202
+463
+10% +$21.8K ﹤0.01% 2427
2020
Q4 		$205K Buy
+4,739
New +$188K ﹤0.01% 2189

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

HighTower Advisors's PFI Position: Q3 2026 in Review

HighTower Advisors opened a new position in Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2026: 4,302 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #3371 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in PFI as recently as Q3 2024.

HighTower Advisors first reported a position in PFI in Q4 2020 and has held it in 17 quarters since. The position peaked at $287K in Q3 2024. 15 funds tracked by Wall St. Rank hold PFI as of Q3 2026.

  • HighTower Advisors held 4,302 shares of Invesco Dorsey Wright Financial Momentum ETF worth $248K as of Q3 2026.
  • Invesco Dorsey Wright Financial Momentum ETF was a new HighTower Advisors position in Q3 2026.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #3371 holding.
  • HighTower Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2020 and has held it in 17 quarters since.
  • HighTower Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $287K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.