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

IFP 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 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

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

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. 30 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.
30 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.