Laurel Wealth Advisors (North Carolina)’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$266K	Hold	4,367	–	–	0.03%	185
2026 Q1	$257K	Hold	4,367	–	–	0.03%	182
2025 Q4	$252K	Sell	4,367 -5,058	-54%	-$288K	0.03%	175
2025 Q3	$546K	Sell	9,425 -350	-4%	-$19.8K	0.08%	132
2025 Q2	$555K	Hold	9,775	–	–	0.08%	131
2025 Q1	$522K	Hold	9,775	–	–	0.08%	130
2024 Q4	$557K	Buy	+9,775	New	+$575K	0.09%	124

Other funds holding PFI

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PFI Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its Invesco Dorsey Wright Financial Momentum ETF (PFI) position steady in Q2 2026 at 4,367 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #185.

Laurel Wealth Advisors (North Carolina) first reported a position in PFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $557K in Q4 2024. 7 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 4,367 shares of Invesco Dorsey Wright Financial Momentum ETF worth $266K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its Invesco Dorsey Wright Financial Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Financial Momentum ETF made up 0.03% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #185 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Laurel Wealth Advisors (North Carolina)'s Invesco Dorsey Wright Financial Momentum ETF position peaked at $557K in Q4 2024.
7 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.