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

Financial Management Professionals’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
2018
Q4 		– Sell
-110,451
Closed -$2.43M – 312
2018
Q3 		$2.43M Buy
+110,451
New +$2.37M 0.94% 22

Other funds holding PTF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Management Professionals's PTF Position: Q4 2018 in Review

Financial Management Professionals sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q4 2018, closing a stake of 110,451 shares — an estimated $2.43M sold.

Financial Management Professionals first reported a position in PTF in Q3 2018 and held it in 1 quarter. The position peaked at $2.43M in Q3 2018. 46 funds tracked by Wall St. Rank hold PTF as of Q4 2018.

  • Financial Management Professionals reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Management Professionals sold 110,451 Invesco Dorsey Wright Technology Momentum ETF shares in Q4 2018, an estimated $2.43M.
  • Financial Management Professionals first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q3 2018 and held it in 1 quarter.
  • Financial Management Professionals's Invesco Dorsey Wright Technology Momentum ETF position peaked at $2.43M in Q3 2018.
  • 46 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q4 2018.

Based on Financial Management Professionals's 13F filing for Q4 2018, filed 22 Jan 2019.