Integrated Wealth Concepts’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Integrated Wealth Concepts’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	$46.1K	Buy	+757	New	+$44.2K	﹤0.01%	3434

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

Integrated Wealth Concepts's PFI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2026: 757 shares worth $46.1K. The stake represents ﹤0.01% of the portfolio and ranks #3434 among its holdings.

30 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

Integrated Wealth Concepts held 757 shares of Invesco Dorsey Wright Financial Momentum ETF worth $46.1K as of Q2 2026.
Invesco Dorsey Wright Financial Momentum ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3434 holding.
30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.