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Kestra Advisory Services’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,000
Closed -$115K – 4054
2025
Q4 		$115K Buy
+2,000
New +$114K ﹤0.01% 3317

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Kestra Advisory Services's PFI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2026, closing a stake of 2,000 shares — an estimated $115K sold.

Kestra Advisory Services first reported a position in PFI in Q4 2025 and held it in 1 quarter. The position peaked at $115K in Q4 2025. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,000 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2026, an estimated $115K.
  • Kestra Advisory Services first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Invesco Dorsey Wright Financial Momentum ETF position peaked at $115K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.