Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Cetera Investment Advisers’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
Q2 		$5.25M Buy
38,533
+20,399
+112% +$2.41M ﹤0.01% 1582
2026
Q1 		$1.57M Sell
18,134
-864
-5% -$75.5K ﹤0.01% 2499
2025
Q4 		$1.45M Sell
18,998
-1,170
-6% -$91.4K ﹤0.01% 2498
2025
Q3 		$1.51M Buy
20,168
+1,686
+9% +$118K ﹤0.01% 2414
2025
Q2 		$1.26M Sell
18,482
-1,914
-9% -$118K ﹤0.01% 2182
2025
Q1 		$1.2M Buy
20,396
+728
+4% +$49.4K ﹤0.01% 2118
2024
Q4 		$1.43M Buy
19,668
+1,039
+6% +$73.7K ﹤0.01% 1907
2024
Q3 		$1.18M Buy
18,629
+272
+1% +$16.6K ﹤0.01% 2005
2024
Q2 		$1.14M Sell
18,357
-4,316
-19% -$249K ﹤0.01% 1980
2024
Q1 		$1.3M Buy
+22,673
New +$1.21M ﹤0.01% 1873

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers's PTF Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 112% in Q2 2026, buying an estimated $2.41M and bringing the position to 38,533 shares worth $5.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Cetera Investment Advisers first reported a position in PTF in Q1 2024 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • Cetera Investment Advisers held 38,533 shares of Invesco Dorsey Wright Technology Momentum ETF worth $5.25M as of Q2 2026.
  • Cetera Investment Advisers bought 20,399 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2026, an estimated $2.41M.
  • Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1582 holding.
  • Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2024 and has held it in 10 quarters since.
  • 141 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.