Invesco Dorsey Wright Financial Momentum ETF (PFI)
NASDAQ (NMS) NASDAQ (NMS) Primary 
XMIL Summary
PFI Chart
PFI: Why FXO Looks Better
Invesco Dorsey Wright Financial Momentum ETF holds 41 financial stocks with high relative strength. The PFI ETF has outperformed the Financial Select Sector SPDR Fund, XLF, since 2006 but has lagged it over the past decade. First Trust Financials AlphaDEX Fund appears more attractive than PFI on several points.
Invesco Dorsey Wright Financial Momentum ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Dana Anspach Sensible Money LLC | 5,973 | $243,341 | $381,495.51 | $138,154.51 | 56.77% |
 Christopher C. Powers Farther Finance Advisors, LLC | 16,911 | $907,428.08 | $1.06M | $152,976.17 | 16.86% |
 Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,592 | $410,871.9 | $483,572.44 | $72,700.54 | 17.69% |
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Invesco Dorsey Wright Financial Momentum ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The company operates a specialized investment fund that focuses on tapping into the momentum within the financials sector. It aims to closely mirror the performance of its underlying index, which is meticulously constructed to include a minimum of 30 distinguished companies known for their strong relative strength or momentum indicators. The portfolio strategy involves a commitment to invest at least 90% of its total assets into the securities that align with the underlying index, ensuring a high level of fidelity to its performance characteristics and target investments.
Products and Services
- Momentum-Based Investment Fund
- Portfolio Management Services
This product focuses on investing in securities from the financial sector exhibiting significant momentum characteristics. The fund's strategy is to replicate the performance of its underlying index, which is composed of at least 30 companies selected for their outstanding momentum, aiming to provide investors with growth opportunities in the financial sector through a meticulous selection process.
With a commitment to maintaining an investment level of at least 90% in index-representative securities, the company offers sophisticated portfolio management services. This involves continuous monitoring and adjusting of the portfolio to ensure alignment with the underlying index's composition and performance, thereby adhering to the momentum investing strategy within the financial sector.
