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Global Wealth Management Investment Advisory’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Global Wealth Management Investment Advisory’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
2023
Q3 		– Sell
-3
Closed -$147 – 491
2023
Q2 		$147 Buy
+3
New +$131 ﹤0.01% 464

Other funds holding PTF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's PTF Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2023, closing a stake of 3 shares — an estimated $147 sold.

Global Wealth Management Investment Advisory first reported a position in PTF in Q2 2023 and held it in 1 quarter. The position peaked at $147 in Q2 2023. 69 funds tracked by Wall St. Rank hold PTF as of Q3 2023.

  • Global Wealth Management Investment Advisory reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 3 Invesco Dorsey Wright Technology Momentum ETF shares in Q3 2023, an estimated $147.
  • Global Wealth Management Investment Advisory first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco Dorsey Wright Technology Momentum ETF position peaked at $147 in Q2 2023.
  • 69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.