Axxcess Wealth Management
PTF icon

Axxcess Wealth Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Axxcess Wealth Management’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
2026
Q3 		– Sell
-9,000
Closed -$1.23M – 1173
2026
Q2 		$1.23M Buy
+9,000
New +$1.06M 0.02% 485
2026
Q1 		– Sell
-9,468
Closed -$724K – 833
2025
Q4 		$724K Buy
+9,468
New +$739K 0.01% 584

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Wealthcare Advisory Partners
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Sound Income Strategies
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Dedeker Financial
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Samalin Investment Counsel
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Sigma Planning Corp
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Axxcess Wealth Management's PTF Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2026, closing a stake of 9,000 shares — an estimated $1.23M sold.

Axxcess Wealth Management first reported a position in PTF in Q4 2025 and held it in 2 quarters. The position peaked at $1.23M in Q2 2026. 23 funds tracked by Wall St. Rank hold PTF as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,000 Invesco Dorsey Wright Technology Momentum ETF shares in Q3 2026, an estimated $1.23M.
  • Axxcess Wealth Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Invesco Dorsey Wright Technology Momentum ETF position peaked at $1.23M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.