Invesco Dorsey Wright Financial Momentum ETF (PFI) Holdings List

$61.05 -1.55 (-2.47%)

As of 03:58 PM Eastern

What stocks does PFI hold?

The Invesco Dorsey Wright Financial Momentum ETF (PFI) top stock holdings include Interactive Brokers Group, JPMorgan Chase & Co., and Morgan Stanley. The top 25 PFI holdings ordered by weight make up 75.98% of the total fund. PFI is an equity fund in the sector category that invests in publicly traded companies, focused on financials strategies within the North America region. This page includes a complete PFI stock holdings list ranked by weight, along with a full breakdown of sector, geographic, industry, and currency exposure.

Top 25 PFI Holdings

Rank	Company	Current Price	Weight	Shares Held
1	IBKR Interactive Brokers Group	$93.39 -1.2%	5.43%	19,948
2	JPM JPMorgan Chase & Co.	$330.37 -2.6%	5.38%	5,436
3	MS Morgan Stanley	$218.20 -1.7%	5.30%	8,108
4	AHR American Healthcare REIT	$54.63 -0.5%	4.18%	27,745
5	GS The Goldman Sachs Group	$1,028.92 -1.3%	3.95%	1,255
6	LMND Lemonade	$70.90 -8.6%	3.82%	23,086
7	SNEX StoneX Group	$118.56 -2.4%	3.68%	9,067
8	C Citigroup	$137.54 -2.3%	3.38%	7,877
9	SPG Simon Property Group	$219.54 -3.4%	3.35%	5,033
10	WELL Welltower	$234.01 -1.5%	3.31%	5,011
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11	BNY Bank of New York Mellon	$149.71 -2.1%	3.18%	7,405
12	VTR Ventas	$92.36 -1.8%	2.95%	11,403
13	CFG Citizens Financial Group	$68.54 -4.5%	2.75%	13,179
14	FITB Fifth Third Bancorp	$55.83 -3.6%	2.67%	16,021
15	KEY KeyCorp	$22.66 -3.1%	2.51%	36,321
16	VCTR Victory Capital	$88.24 -1.4%	2.46%	10,133
17	IVZ Invesco	$27.04 -1.3%	2.44%	31,859
18	CBOE Cboe Global Markets	$264.16 +2.1%	2.22%	3,062
19	WT WisdomTree	$18.71 +1.2%	2.15%	41,951
20	BPOP Popular	$166.45 -0.9%	2.04%	4,118
21	JXN Jackson Financial	$108.51 -0.7%	2.02%	6,405
22	OUT OUTFRONT Media	$33.04 -0.5%	1.97%	21,072
23	FCFS FirstCash	$215.35 -3.5%	1.78%	2,765
24	ZION Zions Bancorporation, N.A.	$68.73 -2.8%	1.63%	7,964
25	CME CME Group	$243.25 +1.0%	1.43%	2,145

PFI Geographic Exposure

PFI's largest geographic exposure is United States at 94.8%, followed by Puerto Rico at 5.1%.

United States
94.8%
Puerto Rico
5.1%

PFI Currency Exposure

PFI is exclusively exposed to USD.

USD
84.0%

PFI Sector Exposure

PFI's largest sector exposure is Financials at 90.7%, followed by Real Estate at 4.8%.

Financials
90.7%
Real Estate
4.8%

PFI Industry Exposure

PFI's largest industry exposure is Capital Markets at 35.1%, followed by Banks at 27.0%.

Capital Markets
35.1%
Banks
27.0%
Real Estate Management & Development
9.9%
Insurance
7.0%
Diversified Financial Services
6.6%
Consumer Finance
4.5%
Financial Services
3.9%
Equity Real Estate Investment
1.5%

PFI Sub-Industry Exposure

PFI's largest sub-industry exposure is Diversified Banks at 22.5%, followed by Asset Management & Custody Banks at 15.9%.

Diversified Banks
22.5%
Asset Management & Custody Banks
15.9%
Investment Banking & Brokerage
15.6%
Consumer Finance
11.1%
REIT
9.9%
Life & Health Insurance
5.0%
Regional Banks
4.5%
Transaction & Payment Processing
3.9%
Property & Casualty Insurance
2.0%

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This page (NASDAQ:PFI) was last updated on 7/8/2026 by MarketBeat.com Staff.

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Invesco Dorsey Wright Financial Momentum ETF (PFI) Holdings List