IFP Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.3K | Hold |
300
| – | – | ﹤0.01% | 3027 |
|
|
2026
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 2900 |
|
|
2025
Q4 | $17.3K | Hold |
300
| – | – | ﹤0.01% | 2791 |
|
|
2025
Q3 | $17.4K | Hold |
300
| – | – | ﹤0.01% | 2649 |
|
|
2025
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 2632 |
|
|
2025
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 2385 |
|
|
2024
Q4 | $17.1K | Hold |
300
| – | – | ﹤0.01% | 2315 |
|
|
2024
Q3 | $16.6K | Buy |
+300
| New | +$15.7K | ﹤0.01% | 2220 |
|
|
2022
Q4 | – | Sell |
-1,405
| Closed | -$51K | – | 4773 |
|
|
2022
Q3 | $51K | Hold |
1,405
| – | – | ﹤0.01% | 2357 |
|
|
2022
Q2 | $51K | Hold |
1,405
| – | – | ﹤0.01% | 2163 |
|
|
2022
Q1 | $51K | Buy |
1,405
+492
| +54% | +$24.4K | ﹤0.01% | 2163 |
|
|
2021
Q4 | $50K | Hold |
913
| – | – | ﹤0.01% | 1555 |
|
|
2021
Q3 | $48K | Buy |
+913
| New | +$47.7K | ﹤0.01% | 1596 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$1.48K | – | 2937 |
|
|
2019
Q4 | $2K | Sell |
40
-20
| -33% | -$756 | ﹤0.01% | 2536 |
|
|
2019
Q3 | $2K | Buy |
+60
| New | +$2.27K | ﹤0.01% | 2716 |
|
|
2018
Q3 | – | Sell |
-175
| Closed | -$6K | – | 3967 |
|
|
2018
Q2 | $6K | Sell |
175
-25
| -13% | -$891 | ﹤0.01% | 3177 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 3012 |
|
|
2017
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 3058 |
|
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 3233 |
|
|
2017
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 3309 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 3206 |
|
|
2016
Q4 | $6K | Buy |
+200
| New | +$6.01K | ﹤0.01% | 3204 |
|
Other funds holding PFI
IFP Advisors's PFI Position: Q2 2026 in Review
IFP Advisors held its Invesco Dorsey Wright Financial Momentum ETF (PFI) position steady in Q2 2026 at 300 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.
IFP Advisors first reported a position in PFI in Q4 2016 and has held it in 22 quarters since. The position peaked at $51K in Q3 2022. 3 funds tracked by Wall St. Rank hold PFI as of Q2 2026.
- IFP Advisors held 300 shares of Invesco Dorsey Wright Financial Momentum ETF worth $18.3K as of Q2 2026.
- IFP Advisors 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 IFP Advisors's portfolio in Q2 2026, its #3027 holding.
- IFP Advisors first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2016 and has held it in 22 quarters since.
- IFP Advisors's Invesco Dorsey Wright Financial Momentum ETF position peaked at $51K in Q3 2022.
- 3 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.