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Colter Lewis Investment Partners’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Colter Lewis Investment Partners’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 		– Sell
-26,249
Closed -$2.27M – 138
2026
Q1 		$2.27M Buy
+26,249
New +$2.29M 2.13% 11

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

Colter Lewis Investment Partners's PTF Position: Q2 2026 in Review

Colter Lewis Investment Partners sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2026, closing a stake of 26,249 shares — an estimated $2.27M sold.

Colter Lewis Investment Partners first reported a position in PTF in Q1 2026 and held it in 1 quarter. The position peaked at $2.27M in Q1 2026. 141 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • Colter Lewis Investment Partners reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 26,249 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2026, an estimated $2.27M.
  • Colter Lewis Investment Partners first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Colter Lewis Investment Partners's Invesco Dorsey Wright Technology Momentum ETF position peaked at $2.27M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.