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Focus Financial Network’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Focus Financial Network’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 		– Sell
-11,427
Closed -$536K – 495
2020
Q4 		$536K Buy
+11,427
New +$476K 0.05% 259

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

Focus Financial Network's PTF Position: Q1 2021 in Review

Focus Financial Network sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q1 2021, closing a stake of 11,427 shares — an estimated $536K sold.

Focus Financial Network first reported a position in PTF in Q4 2020 and held it in 1 quarter. The position peaked at $536K in Q4 2020. 79 funds tracked by Wall St. Rank hold PTF as of Q1 2021.

  • Focus Financial Network reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Focus Financial Network sold 11,427 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2021, an estimated $536K.
  • Focus Financial Network first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2020 and held it in 1 quarter.
  • Focus Financial Network's Invesco Dorsey Wright Technology Momentum ETF position peaked at $536K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.