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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
2020
Q1 		– Sell
-1,671
Closed -$77K – 1301
2019
Q4 		$77K Buy
+1,671
New +$40.7K 0.05% 436

Other funds holding PTF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Gravity Asset Management's PTF Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q1 2020, closing a stake of 1,671 shares — an estimated $77K sold.

Financial Gravity Asset Management first reported a position in PTF in Q4 2019 and held it in 1 quarter. The position peaked at $77K in Q4 2019. 60 funds tracked by Wall St. Rank hold PTF as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,671 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2020, an estimated $77K.
  • Financial Gravity Asset Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's Invesco Dorsey Wright Technology Momentum ETF position peaked at $77K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.