Farther Finance Advisors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Farther Finance 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
2026 Q2	$4.38M	Sell	32,133 -150	-0.5%	-$17.7K	0.03%	443
2026 Q1	$2.89M	Hold	32,283	–	–	0.03%	507
2025 Q4	$2.47M	Sell	32,283 -161	-0.5%	-$12.6K	0.03%	511
2025 Q3	$2.43M	Buy	32,444 +312	+1%	+$21.7K	0.04%	383
2025 Q2	$2.19M	Sell	32,132 -650	-2%	-$40.1K	0.04%	335
2025 Q1	$1.95M	Buy	+32,782	New	+$2.23M	0.05%	306

Other funds holding PTF

PFS

Paller Financial Services Centennial, Colorado $134M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Farther Finance Advisors's PTF Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 0.46% in Q2 2026, selling an estimated $17.7K and leaving 32,133 shares worth $4.38M. The position accounts for 0.03% of the portfolio, ranked #443.

Farther Finance Advisors first reported a position in PTF in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

Farther Finance Advisors held 32,133 shares of Invesco Dorsey Wright Technology Momentum ETF worth $4.38M as of Q2 2026.
Farther Finance Advisors sold 150 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2026, an estimated $17.7K.
Invesco Dorsey Wright Technology Momentum ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #443 holding.
Farther Finance Advisors first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.