Janney Montgomery Scott
PFI icon

Janney Montgomery Scott’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Janney Montgomery Scott’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 		$213K Sell
3,504
-868
-20% -$50.7K ﹤0.01% 2959
2026
Q1 		$233K Sell
4,372
-86,531
-95% -$4.87M ﹤0.01% 2552
2025
Q4 		$5.25M Sell
90,903
-7,684
-8% -$438K 0.01% 891
2025
Q3 		$5.71M Sell
98,587
-2,929
-3% -$166K 0.01% 829
2025
Q2 		$5.76M Sell
101,516
-16,447
-14% -$881K 0.02% 758
2025
Q1 		$6.3M Sell
117,963
-1,002
-0.8% -$57.2K 0.02% 691
2024
Q4 		$6.78M Sell
118,965
-907
-0.8% -$53.3K 0.02% 679
2024
Q3 		$6.63M Sell
119,872
-14,922
-11% -$782K 0.02% 675
2024
Q2 		$6.58M Sell
134,794
-14,950
-10% -$725K 0.02% 627
2024
Q1 		$7.44M Buy
149,744
+141,818
+1,789% +$6.59M 0.02% 619
2023
Q4 		$356K Buy
7,926
+6
+0.1% +$254 ﹤0.01% 2124
2023
Q3 		$328K Sell
7,920
-270
-3% -$11.7K ﹤0.01% 2073
2023
Q2 		$345K Sell
8,190
-12,283
-60% -$496K ﹤0.01% 2149
2023
Q1 		$816K Sell
20,473
-115,947
-85% -$4.84M ﹤0.01% 1428
2022
Q4 		$5.56M Sell
136,420
-2,200
-2% -$91.3K 0.02% 633
2022
Q3 		$5.31M Buy
138,620
+107,209
+341% +$4.46M 0.02% 602
2022
Q2 		$1.26M Sell
31,411
-92,819
-75% -$4.08M 0.01% 1130
2022
Q1 		$6.1M Buy
124,230
+9,189
+8% +$456K 0.03% 532
2021
Q4 		$6.29M Buy
115,041
+13,018
+13% +$732K 0.02% 553
2021
Q3 		$5.41M Buy
+102,023
New +$5.33M 0.02% 568
2020
Q2 		– Sell
-63,608
Closed -$1.85M – 2045
2020
Q1 		$1.85M Sell
63,608
-2,984
-4% -$110K 0.01% 726
2019
Q4 		$2.58M Buy
66,592
+19,722
+42% +$745K 0.02% 689
2019
Q3 		$1.75M Buy
46,870
+4,326
+10% +$164K 0.01% 817
2019
Q2 		$1.58M Buy
+42,544
New +$1.51M 0.01% 838
2018
Q3 		– Sell
-50,759
Closed -$1.77M – 2114
2018
Q2 		$1.77M Buy
50,759
+2,575
+5% +$91.8K 0.02% 726
2018
Q1 		$1.69M Buy
48,184
+1,939
+4% +$69.5K 0.02% 734
2017
Q4 		$1.62M Buy
46,245
+3,412
+8% +$117K 0.02% 732
2017
Q3 		$1.41M Sell
42,833
-1,478
-3% -$47.2K 0.02% 767
2017
Q2 		$1.4M Sell
44,311
-2,342
-5% -$71.6K 0.02% 721
2017
Q1 		$1.44M Sell
46,653
-49,813
-52% -$1.55M 0.02% 696
2016
Q4 		$2.96M Buy
+96,466
New +$2.9M 0.04% 384
2016
Q1 		– Sell
-22,456
Closed -$689K – 1377
2015
Q4 		$689K Buy
22,456
+8,075
+56% +$249K 0.02% 675
2015
Q3 		$424K Buy
14,381
+274
+2% +$8.38K 0.01% 912
2015
Q2 		$430K Sell
14,107
-62
-0.4% -$1.93K 0.01% 1272
2015
Q1 		$453K Buy
14,169
+5,518
+64% +$173K 0.01% 1447
2014
Q4 		$266K Buy
+8,651
New +$257K 0.01% 1778

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
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

Janney Montgomery Scott's PFI Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 20% in Q2 2026, selling an estimated $50.7K and leaving 3,504 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2959.

Janney Montgomery Scott first reported a position in PFI in Q4 2014 and has held it in 36 quarters since. The position peaked at $7.44M in Q1 2024. 29 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

  • Janney Montgomery Scott held 3,504 shares of Invesco Dorsey Wright Financial Momentum ETF worth $213K as of Q2 2026.
  • Janney Montgomery Scott sold 868 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2026, an estimated $50.7K.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2959 holding.
  • Janney Montgomery Scott first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2014 and has held it in 36 quarters since.
  • Janney Montgomery Scott's Invesco Dorsey Wright Financial Momentum ETF position peaked at $7.44M in Q1 2024.
  • 29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.