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Chicago Partners Investment Group’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Chicago Partners Investment Group’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 		$711K Hold
6,450
– – 0.02% 687
2025
Q4 		$535K Hold
6,450
– – 0.01% 726
2025
Q3 		$523K Hold
6,450
– – 0.01% 680
2025
Q2 		$449K Hold
6,450
– – 0.01% 646
2025
Q1 		$396K Buy
+6,450
New +$438K 0.01% 597

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

Chicago Partners Investment Group's PTF Position: Q1 2026 in Review

Chicago Partners Investment Group held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q1 2026 at 6,450 shares worth $711K. The position accounts for 0.02% of the portfolio, ranked #687.

Chicago Partners Investment Group first reported a position in PTF in Q1 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold PTF as of Q1 2026.

  • Chicago Partners Investment Group held 6,450 shares of Invesco Dorsey Wright Technology Momentum ETF worth $711K as of Q1 2026.
  • Chicago Partners Investment Group left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Technology Momentum ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #687 holding.
  • Chicago Partners Investment Group first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.