Morgan Stanley’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Morgan Stanley’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	$1.72M	Buy	28,288 +23	+0.1%	+$1.34K	﹤0.01%	4930
2026 Q1	$1.51M	Sell	28,265 -3,786	-12%	-$213K	﹤0.01%	4930
2025 Q4	$1.85M	Sell	32,051 -3,658	-10%	-$208K	﹤0.01%	4865
2025 Q3	$2.07M	Sell	35,709 -7,226	-17%	-$409K	﹤0.01%	4759
2025 Q2	$2.44M	Sell	42,935 -6,972	-14%	-$374K	﹤0.01%	4574
2025 Q1	$2.67M	Buy	49,907 +5,667	+13%	+$324K	﹤0.01%	4424
2024 Q4	$2.52M	Buy	44,240 +4,668	+12%	+$274K	﹤0.01%	4546
2024 Q3	$2.19M	Sell	39,572 -2,823	-7%	-$148K	﹤0.01%	4583
2024 Q2	$2.07M	Buy	42,395 +2,789	+7%	+$135K	﹤0.01%	4538
2024 Q1	$1.97M	Buy	39,606 +21,161	+115%	+$983K	﹤0.01%	4586
2023 Q4	$829K	Sell	18,445 -1,126	-6%	-$47.6K	﹤0.01%	5024
2023 Q3	$810K	Sell	19,571 -2,645	-12%	-$115K	﹤0.01%	4918
2023 Q2	$935K	Sell	22,216 -14,468	-39%	-$585K	﹤0.01%	4872
2023 Q1	$1.46M	Sell	36,684 -25,101	-41%	-$1.05M	﹤0.01%	4637
2022 Q4	$2.52M	Buy	61,785 +11,856	+24%	+$492K	﹤0.01%	4310
2022 Q3	$1.91M	Buy	49,929 +2,478	+5%	+$103K	﹤0.01%	4463
2022 Q2	$1.88M	Sell	47,451 -59,922	-56%	-$2.63M	﹤0.01%	4581
2022 Q1	$5.28M	Buy	107,373 +7,947	+8%	+$394K	﹤0.01%	3630
2021 Q4	$5.44M	Buy	99,426 +8,790	+10%	+$494K	﹤0.01%	3635
2021 Q3	$4.81M	Buy	90,636 +17,198	+23%	+$898K	﹤0.01%	3760
2021 Q2	$3.73M	Sell	73,438 -1,234	-2%	-$62.6K	﹤0.01%	4092
2021 Q1	$3.59M	Sell	74,672 -20,052	-21%	-$943K	﹤0.01%	3752
2020 Q4	$4.08M	Buy	94,724 +49,885	+111%	+$1.98M	﹤0.01%	3482
2020 Q3	$1.66M	Sell	44,839 -12,286	-22%	-$450K	﹤0.01%	3816
2020 Q2	$1.96M	Buy	57,125 +19,420	+52%	+$632K	﹤0.01%	3621
2020 Q1	$1.09M	Sell	37,705 -5,278	-12%	-$195K	﹤0.01%	3883
2019 Q4	$1.66M	Buy	42,983 +1,355	+3%	+$51.2K	﹤0.01%	4176
2019 Q3	$1.56M	Sell	41,628 -3,460	-8%	-$131K	﹤0.01%	4004
2019 Q2	$1.67M	Buy	45,088 +18,901	+72%	+$672K	﹤0.01%	3908
2019 Q1	$874K	Sell	26,187 -11,208	-30%	-$355K	﹤0.01%	4206
2018 Q4	$1.07M	Sell	37,395 -8,780	-19%	-$275K	﹤0.01%	4225
2018 Q3	$1.58M	Sell	46,175 -45,481	-50%	-$1.6M	﹤0.01%	4186
2018 Q2	$3.19M	Sell	91,656 -2,179	-2%	-$77.7K	﹤0.01%	3637
2018 Q1	$3.29M	Sell	93,835 -10,356	-10%	-$371K	﹤0.01%	3503
2017 Q4	$3.66M	Sell	104,191 -3,723	-3%	-$128K	﹤0.01%	3442
2017 Q3	$3.56M	Sell	107,914 -2,061	-2%	-$65.8K	﹤0.01%	3321
2017 Q2	$3.47M	Sell	109,975 -2,251	-2%	-$68.9K	﹤0.01%	3273
2017 Q1	$3.47M	Sell	112,226 -12,289	-10%	-$383K	﹤0.01%	3266
2016 Q4	$3.82M	Buy	124,515 +92,084	+284%	+$2.77M	﹤0.01%	3281
2016 Q3	$997K	Sell	32,431 -19,202	-37%	-$599K	﹤0.01%	4040
2016 Q2	$1.61M	Sell	51,633 -3,454	-6%	-$104K	﹤0.01%	3601
2016 Q1	$1.67M	Sell	55,087 -31,373	-36%	-$896K	﹤0.01%	3494
2015 Q4	$2.65M	Buy	86,460 +21,545	+33%	+$665K	﹤0.01%	3240
2015 Q3	$1.91M	Sell	64,915 -8,114	-11%	-$248K	﹤0.01%	3557
2015 Q2	$2.23M	Sell	73,029 -7,253	-9%	-$226K	﹤0.01%	3531
2015 Q1	$2.57M	Sell	80,282 -8,635	-10%	-$271K	﹤0.01%	3364
2014 Q4	$2.73M	Buy	88,917 +49,090	+123%	+$1.46M	﹤0.01%	3279
2014 Q3	$1.13M	Buy	39,827 +4,077	+11%	+$118K	﹤0.01%	3931
2014 Q2	$1.04M	Buy	35,750 +4,409	+14%	+$124K	﹤0.01%	4022
2014 Q1	$903K	Buy	31,341 +10,132	+48%	+$288K	﹤0.01%	4076
2013 Q4	$621K	Buy	+21,209	New	+$588K	﹤0.01%	4292

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

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

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

Morgan Stanley's PFI Position: Q2 2026 in Review

Morgan Stanley increased its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 0.08% in Q2 2026, buying an estimated $1.34K and bringing the position to 28,288 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #4930.

Morgan Stanley first reported a position in PFI in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.44M in Q4 2021. 29 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

Morgan Stanley held 28,288 shares of Invesco Dorsey Wright Financial Momentum ETF worth $1.72M as of Q2 2026.
Morgan Stanley bought 23 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2026, an estimated $1.34K.
Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4930 holding.
Morgan Stanley first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2013 and has held it in 51 quarters since.
Morgan Stanley's Invesco Dorsey Wright Financial Momentum ETF position peaked at $5.44M in Q4 2021.
29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.