Certified Advisory Corp’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Certified Advisory Corp’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
2018 Q4	–	Sell	-450	Closed	-$10K	–	777
2018 Q3	$10K	Buy	+450	New	+$9.66K	﹤0.01%	567

Other funds holding PTF

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Certified Advisory Corp's PTF Position: Q4 2018 in Review

Certified Advisory Corp sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q4 2018, closing a stake of 450 shares — an estimated $10K sold.

Certified Advisory Corp first reported a position in PTF in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 46 funds tracked by Wall St. Rank hold PTF as of Q4 2018.

Certified Advisory Corp reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q4 2018 after selling out during the quarter.
Certified Advisory Corp sold 450 Invesco Dorsey Wright Technology Momentum ETF shares in Q4 2018, an estimated $10K.
Certified Advisory Corp first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q3 2018 and held it in 1 quarter.
Certified Advisory Corp's Invesco Dorsey Wright Technology Momentum ETF position peaked at $10K in Q3 2018.
46 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.