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Sound Income Strategies’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Sound Income Strategies’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 		– Sell
-338
Closed -$18.1K – 1844
2026
Q1 		$18.1K Hold
338
– – ﹤0.01% 1232
2025
Q4 		$20.1K Buy
+338
New +$19.3K ﹤0.01% 1148

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
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sound Income Strategies's PFI Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q2 2026, closing a stake of 338 shares — an estimated $18.1K sold.

Sound Income Strategies first reported a position in PFI in Q4 2025 and held it in 2 quarters. The position peaked at $20.1K in Q4 2025. 7 funds tracked by Wall St. Rank hold PFI as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 338 Invesco Dorsey Wright Financial Momentum ETF shares in Q2 2026, an estimated $18.1K.
  • Sound Income Strategies first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco Dorsey Wright Financial Momentum ETF position peaked at $20.1K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.