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Glenmede Investment Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Glenmede Investment 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
2025
Q3 		– Sell
-10,820
Closed -$739K – 1553
2025
Q2 		$739K Buy
+10,820
New +$667K ﹤0.01% 802

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 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 $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Glenmede Investment Management's PTF Position: Q3 2025 in Review

Glenmede Investment Management sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2025, closing a stake of 10,820 shares — an estimated $739K sold.

Glenmede Investment Management first reported a position in PTF in Q2 2025 and held it in 1 quarter. The position peaked at $739K in Q2 2025. 102 funds tracked by Wall St. Rank hold PTF as of Q3 2025.

  • Glenmede Investment Management reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Glenmede Investment Management sold 10,820 Invesco Dorsey Wright Technology Momentum ETF shares in Q3 2025, an estimated $739K.
  • Glenmede Investment Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2025 and held it in 1 quarter.
  • Glenmede Investment Management's Invesco Dorsey Wright Technology Momentum ETF position peaked at $739K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.