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Argent Financial Group’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Argent Financial Group’s Portfolio PTF Stock Details PTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$860K Buy
+13,560
New +$826K 0.1% 156

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Argent Financial Group's PTF Position: Q3 2024 in Review

Argent Financial Group opened a new position in Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2024: 13,560 shares worth $860K. The stake represents 0.1% of the portfolio and ranks #156 among its holdings.

92 funds tracked by Wall St. Rank hold PTF as of Q3 2024.

  • Argent Financial Group held 13,560 shares of Invesco Dorsey Wright Technology Momentum ETF worth $860K as of Q3 2024.
  • Invesco Dorsey Wright Technology Momentum ETF was a new Argent Financial Group position in Q3 2024.
  • Invesco Dorsey Wright Technology Momentum ETF made up 0.1% of Argent Financial Group's portfolio in Q3 2024, its #156 holding.
  • 92 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.