Sunbelt Securities’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Sunbelt Securities’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 Q1	$160	Hold	3	–	–	﹤0.01%	2558
2025 Q4	$173	Hold	3	–	–	﹤0.01%	2457
2025 Q3	$174	Sell	3 -8,474	-100%	-$480K	﹤0.01%	2434
2025 Q2	$483K	Buy	8,477 +5,000	+144%	+$268K	0.04%	360
2025 Q1	$186K	Sell	3,477 -5,000	-59%	-$286K	0.02%	580
2024 Q4	$481K	Buy	+8,477	New	+$498K	0.04%	360
2021 Q4	–	Sell	-5,493	Closed	-$272K	–	505
2021 Q3	$272K	Hold	5,493	–	–	0.05%	368
2021 Q2	$272K	Buy	5,493 +954	+21%	+$48.4K	0.05%	367
2021 Q1	$218K	Buy	+4,539	New	+$213K	0.04%	383

Other funds holding PFI

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

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

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

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

FFA

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Sunbelt Securities's PFI Position: Q1 2026 in Review

Sunbelt Securities held its Invesco Dorsey Wright Financial Momentum ETF (PFI) position steady in Q1 2026 at 3 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Sunbelt Securities first reported a position in PFI in Q1 2021 and has held it in 9 quarters since. The position peaked at $483K in Q2 2025. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.

Sunbelt Securities held 3 shares of Invesco Dorsey Wright Financial Momentum ETF worth $160 as of Q1 2026.
Sunbelt Securities left its Invesco Dorsey Wright Financial Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2558 holding.
Sunbelt Securities first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q1 2021 and has held it in 9 quarters since.
Sunbelt Securities's Invesco Dorsey Wright Financial Momentum ETF position peaked at $483K in Q2 2025.
33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.