Tower Research Capital (TRC)’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Tower Research Capital (TRC)’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 Q1	–	Sell	-23	Closed	-$1.31K	–	5642
2024 Q4	$1.31K	Buy	23 +1	+5%	+$59	﹤0.01%	5048
2024 Q3	$1.22K	Hold	22	–	–	﹤0.01%	5191
2024 Q2	$1.07K	Hold	22	–	–	﹤0.01%	5213
2024 Q1	$1.09K	Buy	+22	New	+$1.02K	﹤0.01%	5327
2023 Q4	–	Sell	-731	Closed	-$30.3K	–	6111
2023 Q3	$30.3K	Sell	731 -15	-2%	-$649	﹤0.01%	3015
2023 Q2	$31.4K	Sell	746 -6	-0.8%	-$243	﹤0.01%	2980
2023 Q1	$30K	Buy	752 +614	+445%	+$25.6K	﹤0.01%	3001
2022 Q4	$6K	Hold	138	–	–	﹤0.01%	4750
2022 Q3	$5K	Buy	138 +113	+452%	+$4.7K	﹤0.01%	5161
2022 Q2	$1K	Sell	25 -1,447	-98%	-$63.6K	﹤0.01%	5833
2022 Q1	$72K	Buy	1,472 +1,099	+295%	+$54.5K	﹤0.01%	2440
2021 Q4	$20K	Buy	+373	New	+$21K	﹤0.01%	3680
2018 Q3	–	Sell	-27	Closed	-$1K	–	4137
2018 Q2	$1K	Buy	+27	New	+$963	﹤0.01%	3503
2017 Q3	–	Sell	-100	Closed	-$3K	–	4061
2017 Q2	$3K	Buy	+100	New	+$3.06K	﹤0.01%	2229

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

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

SOS

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 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

Tower Research Capital (TRC)'s PFI Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2025, closing a stake of 23 shares — an estimated $1.31K sold.

Tower Research Capital (TRC) first reported a position in PFI in Q2 2017 and held it in 14 quarters. The position peaked at $72K in Q1 2022. 32 funds tracked by Wall St. Rank hold PFI as of Q1 2025.

Tower Research Capital (TRC) reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 23 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2025, an estimated $1.31K.
Tower Research Capital (TRC) first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2017 and held it in 14 quarters.
Tower Research Capital (TRC)'s Invesco Dorsey Wright Financial Momentum ETF position peaked at $72K in Q1 2022.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.