Sensible Money’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Sensible Money’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 Q3	$345K	Hold	5,973	–	–	0.09%	69
2026 Q2	$364K	Hold	5,973	–	–	0.1%	71
2026 Q1	$318K	Hold	5,973	–	–	0.1%	65
2025 Q4	$345K	Hold	5,973	–	–	0.11%	61
2025 Q3	$346K	Hold	5,973	–	–	0.12%	58
2025 Q2	$339K	Hold	5,973	–	–	0.13%	58
2025 Q1	$319K	Hold	5,973	–	–	0.14%	57
2024 Q4	$341K	Hold	5,973	–	–	0.15%	54
2024 Q3	$331K	Hold	5,973	–	–	0.14%	58
2024 Q2	$292K	Hold	5,973	–	–	0.14%	61
2024 Q1	$297K	Hold	5,973	–	–	0.16%	58
2023 Q4	$269K	Hold	5,973	–	–	0.16%	60
2023 Q3	$247K	Hold	5,973	–	–	0.17%	58
2023 Q2	$251K	Hold	5,973	–	–	0.18%	59
2023 Q1	$238K	Hold	5,973	–	–	0.21%	61
2022 Q4	$243K	Buy	+5,973	New	+$248K	0.26%	57

Other funds holding PFI

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sensible Money's PFI Position: Q3 2026 in Review

Sensible Money held its Invesco Dorsey Wright Financial Momentum ETF (PFI) position steady in Q3 2026 at 5,973 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #69.

Sensible Money first reported a position in PFI in Q4 2022 and has held it in 16 quarters since. The position peaked at $364K in Q2 2026. 6 funds tracked by Wall St. Rank hold PFI as of Q3 2026.

Sensible Money held 5,973 shares of Invesco Dorsey Wright Financial Momentum ETF worth $345K as of Q3 2026.
Sensible Money left its Invesco Dorsey Wright Financial Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Financial Momentum ETF made up 0.09% of Sensible Money's portfolio in Q3 2026, its #69 holding.
Sensible Money first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2022 and has held it in 16 quarters since.
Sensible Money's Invesco Dorsey Wright Financial Momentum ETF position peaked at $364K in Q2 2026.
6 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.