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SPC Financial Inc’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

SPC Financial Inc’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 		$1.05M Sell
18,100
-24
-0.1% -$1.36K 0.08% 111
2025
Q2 		$1.03M Buy
18,124
+787
+5% +$42.2K 0.09% 111
2025
Q1 		$927K Buy
17,337
+390
+2% +$22.3K 0.08% 116
2024
Q4 		$966K Buy
16,947
+55
+0.3% +$3.23K 0.08% 110
2024
Q3 		$935K Sell
16,892
-522
-3% -$27.4K 0.08% 114
2024
Q2 		$851K Buy
17,414
+837
+5% +$40.6K 0.08% 109
2024
Q1 		$824K Buy
+16,577
New +$770K 0.08% 115
2023
Q1 		– Sell
-13,484
Closed -$549K – 211
2022
Q4 		$549K Buy
13,484
+1,361
+11% +$56.5K 0.07% 123
2022
Q3 		$464K Buy
+12,123
New +$504K 0.06% 128
2022
Q2 		– Sell
-12,173
Closed -$598K – 202
2022
Q1 		$598K Buy
12,173
+1,024
+9% +$50.8K 0.07% 115
2021
Q4 		$610K Buy
11,149
+396
+4% +$22.3K 0.07% 109
2021
Q3 		$570K Buy
+10,753
New +$562K 0.07% 102
2020
Q2 		– Sell
-7,243
Closed -$210K – 138
2020
Q1 		$210K Buy
7,243
+910
+14% +$33.6K 0.05% 128
2019
Q4 		$245K Sell
6,333
-274
-4% -$10.4K 0.04% 123
2019
Q3 		$247K Buy
6,607
+302
+5% +$11.4K 0.05% 110
2019
Q2 		$234K Buy
+6,305
New +$224K 0.05% 120

Other funds holding PFI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC Financial Inc's PFI Position: Q3 2025 in Review

SPC Financial Inc reduced its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 0.13% in Q3 2025, selling an estimated $1.36K and leaving 18,100 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #111.

SPC Financial Inc first reported a position in PFI in Q2 2019 and has held it in 16 quarters since. 34 funds tracked by Wall St. Rank hold PFI as of Q3 2025.

  • SPC Financial Inc held 18,100 shares of Invesco Dorsey Wright Financial Momentum ETF worth $1.05M as of Q3 2025.
  • SPC Financial Inc sold 24 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2025, an estimated $1.36K.
  • Invesco Dorsey Wright Financial Momentum ETF made up 0.08% of SPC Financial Inc's portfolio in Q3 2025, its #111 holding.
  • SPC Financial Inc first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2019 and has held it in 16 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.