Creative Financial Designs’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Creative Financial Designs’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	$25.1K	Hold	291	–	–	﹤0.01%	1129
2025 Q4	$22.3K	Hold	291	–	–	﹤0.01%	1126
2025 Q3	$21.8K	Hold	291	–	–	﹤0.01%	1124
2025 Q2	$19.9K	Hold	291	–	–	﹤0.01%	1142
2025 Q1	$17.2K	Hold	291	–	–	﹤0.01%	1128
2024 Q4	$21.1K	Hold	291	–	–	﹤0.01%	1034
2024 Q3	$18.5K	Hold	291	–	–	﹤0.01%	1052
2024 Q2	$18K	Sell	291 -150	-34%	-$8.64K	﹤0.01%	1020
2024 Q1	$25.3K	Buy	441 +150	+52%	+$7.98K	﹤0.01%	910
2023 Q4	$14.7K	Hold	291	–	–	﹤0.01%	989
2023 Q3	$12.9K	Hold	291	–	–	﹤0.01%	959
2023 Q2	$14.3K	Buy	291 +78	+37%	+$3.41K	﹤0.01%	925
2023 Q1	$9.28K	Buy	+213	New	+$8.74K	﹤0.01%	977

Other funds holding PTF

LPL Financial San Diego, California $377B AUM 19.32% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

PFS

Paller Financial Services Centennial, Colorado $134M AUM

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

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

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

Creative Financial Designs's PTF Position: Q1 2026 in Review

Creative Financial Designs held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q1 2026 at 291 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Creative Financial Designs first reported a position in PTF in Q1 2023 and has held it in 13 quarters since. The position peaked at $25.3K in Q1 2024. 109 funds tracked by Wall St. Rank hold PTF as of Q1 2026.

Creative Financial Designs held 291 shares of Invesco Dorsey Wright Technology Momentum ETF worth $25.1K as of Q1 2026.
Creative Financial Designs left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1129 holding.
Creative Financial Designs first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2023 and has held it in 13 quarters since.
Creative Financial Designs's Invesco Dorsey Wright Technology Momentum ETF position peaked at $25.3K in Q1 2024.
109 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.