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GHP Investment Advisors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

GHP Investment Advisors’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
2025
Q4 		– Sell
-650
Closed -$48.6K – 1006
2025
Q3 		$48.6K Hold
650
– – ﹤0.01% 521
2025
Q2 		$44.4K Buy
+650
New +$40.1K ﹤0.01% 528

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
TF
Theory Financial Fort Collins, Colorado $317M AUM 21.14% 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

GHP Investment Advisors's PTF Position: Q4 2025 in Review

GHP Investment Advisors sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q4 2025, closing a stake of 650 shares — an estimated $48.6K sold.

GHP Investment Advisors first reported a position in PTF in Q2 2025 and held it in 2 quarters. The position peaked at $48.6K in Q3 2025. 104 funds tracked by Wall St. Rank hold PTF as of Q4 2025.

  • GHP Investment Advisors reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 650 Invesco Dorsey Wright Technology Momentum ETF shares in Q4 2025, an estimated $48.6K.
  • GHP Investment Advisors first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2025 and held it in 2 quarters.
  • GHP Investment Advisors's Invesco Dorsey Wright Technology Momentum ETF position peaked at $48.6K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q4 2025.

Based on GHP Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.