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Elevated Capital Advisors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Elevated Capital Advisors’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
2021
Q1 		$643K Buy
14,208
+795
+6% +$40K 0.25% 114
2020
Q4 		$629K Buy
13,413
+1,641
+14% +$68.3K 0.27% 107
2020
Q3 		$450K Buy
+11,772
New +$409K 0.21% 124

Other funds holding PTF

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Elevated Capital Advisors's PTF Position: Q1 2021 in Review

Elevated Capital Advisors increased its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 5.9% in Q1 2021, buying an estimated $40K and bringing the position to 14,208 shares worth $643K. The position accounts for 0.25% of the portfolio, ranked #114.

Elevated Capital Advisors first reported a position in PTF in Q3 2020 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold PTF as of Q1 2021.

  • Elevated Capital Advisors held 14,208 shares of Invesco Dorsey Wright Technology Momentum ETF worth $643K as of Q1 2021.
  • Elevated Capital Advisors bought 795 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2021, an estimated $40K.
  • Invesco Dorsey Wright Technology Momentum ETF made up 0.25% of Elevated Capital Advisors's portfolio in Q1 2021, its #114 holding.
  • Elevated Capital Advisors first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q3 2020 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2021.

Based on Elevated Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.