Northwestern Mutual Wealth Management’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q3	–	Sell	-25	Closed	-$1.42K	–	3992
2025 Q2	$1.42K	Buy	+25	New	+$1.34K	﹤0.01%	3337
2024 Q2	–	Sell	-151	Closed	-$7.51K	–	3736
2024 Q1	$7.51K	Buy	+151	New	+$7.01K	﹤0.01%	2721
2018 Q4	–	Sell	-440	Closed	-$15K	–	2590
2018 Q3	$15K	Buy	+440	New	+$15.5K	﹤0.01%	1785

Other funds holding PFI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

FFA

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

Northwestern Mutual Wealth Management's PFI Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2025, closing a stake of 25 shares — an estimated $1.42K sold.

Northwestern Mutual Wealth Management first reported a position in PFI in Q3 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 34 funds tracked by Wall St. Rank hold PFI as of Q3 2025.

Northwestern Mutual Wealth Management reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 25 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2025, an estimated $1.42K.
Northwestern Mutual Wealth Management first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2018 and held it in 3 quarters.
Northwestern Mutual Wealth Management's Invesco Dorsey Wright Financial Momentum ETF position peaked at $15K in Q3 2018.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.