BFC Planning, Inc.’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

BFC Planning, Inc.’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	$2.34M	Buy	17,179 +16,510	+2,468%	+$1.95M	0.1%	215
2026 Q1	$57.8K	Sell	669 -231	-26%	-$20.2K	﹤0.01%	1285
2025 Q4	$68.8K	Sell	900 -8	-0.9%	-$625	﹤0.01%	1235
2025 Q3	$67.9K	Hold	908	–	–	﹤0.01%	1066
2025 Q2	$62K	Sell	908 -29,532	-97%	-$1.82M	﹤0.01%	1040
2025 Q1	$1.79M	Buy	30,440 +1,117	+4%	+$75.8K	0.16%	122
2024 Q4	$2.13M	Buy	+29,323	New	+$2.08M	0.18%	103

Other funds holding PTF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFC Planning, Inc.'s PTF Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 2,468% in Q2 2026, buying an estimated $1.95M and bringing the position to 17,179 shares worth $2.34M. The position accounts for 0.1% of the portfolio, ranked #215.

BFC Planning, Inc. first reported a position in PTF in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

BFC Planning, Inc. held 17,179 shares of Invesco Dorsey Wright Technology Momentum ETF worth $2.34M as of Q2 2026.
BFC Planning, Inc. bought 16,510 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2026, an estimated $1.95M.
Invesco Dorsey Wright Technology Momentum ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #215 holding.
BFC Planning, Inc. first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2024 and has held it in 7 quarters since.
143 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.