Darwin Wealth Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Darwin Wealth Management’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	$777K	Sell	9,000 -468	-5%	-$40.9K	0.24%	82
2025 Q4	$724K	Buy	9,468 +468	+5%	+$36.5K	0.23%	80
2025 Q3	$673K	Hold	9,000	–	–	0.21%	82
2025 Q2	$615K	Hold	9,000	–	–	0.21%	83
2025 Q1	$653K	Hold	9,000	–	–	0.22%	87
2024 Q4	$653K	Buy	+9,000	New	+$638K	0.22%	87

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

Darwin Wealth Management's PTF Position: Q1 2026 in Review

Darwin Wealth Management reduced its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 4.9% in Q1 2026, selling an estimated $40.9K and leaving 9,000 shares worth $777K. The position accounts for 0.24% of the portfolio, ranked #82.

Darwin Wealth Management first reported a position in PTF in Q4 2024 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold PTF as of Q1 2026.

Darwin Wealth Management held 9,000 shares of Invesco Dorsey Wright Technology Momentum ETF worth $777K as of Q1 2026.
Darwin Wealth Management sold 468 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2026, an estimated $40.9K.
Invesco Dorsey Wright Technology Momentum ETF made up 0.24% of Darwin Wealth Management's portfolio in Q1 2026, its #82 holding.
Darwin Wealth Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2024 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.