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Financial Gravity Asset Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$77K Buy
+1,671
New +$40.7K 0.05% 436

Other funds holding PTF

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's PTF Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q4 2019: 1,671 shares worth $77K. The stake represents 0.05% of the portfolio and ranks #436 among its holdings.

64 funds tracked by Wall St. Rank hold PTF as of Q4 2019.

  • Financial Gravity Asset Management held 1,671 shares of Invesco Dorsey Wright Technology Momentum ETF worth $77K as of Q4 2019.
  • Invesco Dorsey Wright Technology Momentum ETF was a new Financial Gravity Asset Management position in Q4 2019.
  • Invesco Dorsey Wright Technology Momentum ETF made up 0.05% of Financial Gravity Asset Management's portfolio in Q4 2019, its #436 holding.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.