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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

Cetera Investment Advisers's PTF Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 4.5% in Q1 2026, selling an estimated $75.5K and leaving 18,134 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Cetera Investment Advisers first reported a position in PTF in Q1 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold PTF as of Q1 2026.

  • Cetera Investment Advisers held 18,134 shares of Invesco Dorsey Wright Technology Momentum ETF worth $1.57M as of Q1 2026.
  • Cetera Investment Advisers sold 864 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2026, an estimated $75.5K.
  • Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2499 holding.
  • Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2024 and has held it in 9 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.