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Aurora Private Wealth’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Aurora Private Wealth’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
2020
Q2 		– Sell
-41,418
Closed -$933K – 220
2020
Q1 		$933K Buy
+41,418
New +$1.06M 0.33% 67

Other funds holding PTF

Citigroup
Citigroup New York $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aurora Private Wealth's PTF Position: Q2 2020 in Review

Aurora Private Wealth sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2020, closing a stake of 41,418 shares — an estimated $933K sold.

Aurora Private Wealth first reported a position in PTF in Q1 2020 and held it in 1 quarter. The position peaked at $933K in Q1 2020. 64 funds tracked by Wall St. Rank hold PTF as of Q2 2020.

  • Aurora Private Wealth reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q2 2020 after selling out during the quarter.
  • Aurora Private Wealth sold 41,418 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2020, an estimated $933K.
  • Aurora Private Wealth first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2020 and held it in 1 quarter.
  • Aurora Private Wealth's Invesco Dorsey Wright Technology Momentum ETF position peaked at $933K in Q1 2020.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2020.

Based on Aurora Private Wealth's 13F filing for Q2 2020, filed 27 Jul 2020.