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John Overdeck’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

John Overdeck’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 		$693K Sell
11,374
-1,126
-9% -$65.8K ﹤0.01% 3905
2026
Q1 		$666K Buy
+12,500
New +$703K ﹤0.01% 3534

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's PFI Position: Q2 2026 in Review

John Overdeck reduced its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 9% in Q2 2026, selling an estimated $65.8K and leaving 11,374 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #3905.

John Overdeck first reported a position in PFI in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

  • John Overdeck held 11,374 shares of Invesco Dorsey Wright Financial Momentum ETF worth $693K as of Q2 2026.
  • John Overdeck sold 1,126 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2026, an estimated $65.8K.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3905 holding.
  • John Overdeck first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.