Hemington Wealth Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Hemington Wealth 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	$17K	Hold	235	–	–	﹤0.01%	701
2025 Q2	$16K	Hold	235	–	–	﹤0.01%	702
2025 Q1	$13K	Hold	235	–	–	﹤0.01%	734
2024 Q4	$17K	Hold	235	–	–	﹤0.01%	602
2024 Q3	$15K	Buy	+235	New	+$14.3K	﹤0.01%	592

Other funds holding PTF

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hemington Wealth Management's PTF Position: Q3 2025 in Review

Hemington Wealth Management held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q3 2025 at 235 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Hemington Wealth Management first reported a position in PTF in Q3 2024 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold PTF as of Q3 2025.

Hemington Wealth Management held 235 shares of Invesco Dorsey Wright Technology Momentum ETF worth $17K as of Q3 2025.
Hemington Wealth Management left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q3 2025.
Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #701 holding.
Hemington Wealth Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q3 2024 and has held it in 5 quarters since.
102 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.