Invesco Dorsey Wright Financial Momentum ETF (PFI) Holdings List

$58.34 +0.74 (+1.28%)

As of 01:56 PM Eastern

What stocks does PFI hold?

The Invesco Dorsey Wright Financial Momentum ETF (PFI) top stock holdings include JPMorgan Chase & Co., Interactive Brokers Group, and Morgan Stanley. The top 25 PFI holdings ordered by weight make up 75.87% 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	JPM JPMorgan Chase & Co.	$309.66 +0.7%	5.28%	6,137
2	IBKR Interactive Brokers Group	$84.24 +3.1%	4.82%	22,522
3	MS Morgan Stanley	$189.40 +0.7%	4.81%	9,155
4	LMND Lemonade	$56.67 +3.0%	4.78%	26,064
5	AHR American Healthcare REIT	$49.55 -1.2%	4.38%	31,325
6	GS The Goldman Sachs Group	$918.95 +1.7%	3.67%	1,417
7	WELL Welltower	$214.79 -1.1%	3.30%	5,658
8	SPG Simon Property Group	$202.94 +0.7%	3.19%	5,682
9	C Citigroup	$127.98 +1.9%	3.18%	8,894
10	BK BNY	$132.72 +0.6%	3.13%	8,361
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11	SNEX StoneX Group	$107.97 +2.0%	3.03%	10,236
12	VTR Ventas	$86.92 -1.0%	3.01%	12,873
13	CBOE Cboe Global Markets	$344.39 +1.6%	2.93%	3,457
14	CFG Citizens Financial Group	$64.43 +1.4%	2.65%	14,880
15	IVZ Invesco	$26.86 +3.1%	2.56%	35,970
16	FITB Fifth Third Bancorp	$50.25 +1.7%	2.51%	18,087
17	KEY KeyCorp	$21.96 +1.4%	2.48%	41,008
18	VCTR Victory Capital	$80.67 +3.2%	2.38%	11,439
19	JXN Jackson Financial	$113.53 +0.1%	2.28%	7,231
20	WT WisdomTree	$18.13 +4.9%	2.17%	47,363
21	OUT OUTFRONT Media	$31.27 +0.8%	1.99%	23,792
22	CME CME Group	$286.99 -1.1%	1.93%	2,422
23	FCFS FirstCash	$224.90 +1.5%	1.91%	3,122
24	BPOP Popular	$148.76 +0.5%	1.91%	4,649
25	SF Stifel Financial	$77.55 +1.6%	1.59%	7,366

PFI Geographic Exposure

PFI's largest geographic exposure is United States at 90.8%, followed by Bermuda at 4.9%.

United States
90.8%
Bermuda
4.9%
Puerto Rico
1.9%

PFI Currency Exposure

PFI is exclusively exposed to USD.

USD
87.2%

PFI Sector Exposure

PFI's largest sector exposure is Financials at 83.1%, followed by Real Estate at 10.4%.

Financials
83.1%
Real Estate
10.4%
Health Care
4.4%

PFI Industry Exposure

PFI's largest industry exposure is Capital Markets at 36.4%, followed by Banks at 26.3%.

Capital Markets
36.4%
Banks
26.3%
Real Estate Management & Development
12.3%
Insurance
10.2%
Health Care REITs
4.4%
Diversified Financial Services
3.5%
Financial Services
2.3%
Consumer Finance
1.9%
Equity Real Estate Investment
0.6%

PFI Sub-Industry Exposure

PFI's largest sub-industry exposure is Diversified Banks at 24.0%, followed by Investment Banking & Brokerage at 18.1%.

Diversified Banks
24.0%
Investment Banking & Brokerage
18.1%
REIT
12.3%
Asset Management & Custody Banks
10.5%
Property & Casualty Insurance
7.9%
Consumer Finance
5.4%
Security & Alarm Services
5.2%
Health Care REITs
4.4%
Diversified Financial Services
2.3%
Reinsurance
2.2%
Other
1.6%

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This page (NASDAQ:PFI) was last updated on 5/5/2026 by MarketBeat.com Staff.

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Invesco Dorsey Wright Financial Momentum ETF (PFI) Holdings List