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PFIPFI
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Position history for UBS Group AGUBS Group AG's holdings in INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF

UBS Group AG holds 11,411 shares of PFI (INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF), worth $694,987 as of 2026-Q2. The position was increased (+1.6% shares). PFI represents 0.0% of UBS Group AG's portfolio.

Current Value

$694,987

Current Shares

11,411

Total Value Change

-$33,475

Total Shares Change

-1,750

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,411
+1.6%
$694,9870.0%$60.91
25
2026-Q1
Decreased
11,233
-2.3%
$598,1800.0%$55.00
0
2025-Q4
Decreased
11,502
-4.2%
$664,0570.0%$58.34
0
2025-Q3
Increased
12,001
+1.4%
$695,6500.0%$58.07
25
2025-Q2
Decreased
11,840
-5.5%
$671,6830.0%$55.70
0
2025-Q1
Decreased
12,527
-4.5%
$669,5680.0%$52.60
0
2024-Q4
Decreased
13,124
-0.3%
$748,1990.0%$56.32
0
2024-Q3
Increased
13,161
+3.1%
$728,4620.0%$54.08
25

Other major holders of PFI: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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