HighTower Advisors
PTF icon

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

HighTower 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
2026
Q1 		$495K Buy
5,728
+2,901
+103% +$253K ﹤0.01% 2724
2025
Q4 		$216K Sell
2,827
-11,088
-80% -$866K ﹤0.01% 3313
2025
Q3 		$1.04M Sell
13,915
-849
-6% -$59.2K ﹤0.01% 2060
2025
Q2 		$1.01M Sell
14,764
-414,004
-97% -$25.5M ﹤0.01% 2007
2025
Q1 		$25.3M Sell
428,768
-47,797
-10% -$3.25M 0.03% 473
2024
Q4 		$34.6M Sell
476,565
-693
-0.1% -$49.1K 0.05% 371
2024
Q3 		$30.3M Buy
477,258
+537
+0.1% +$32.7K 0.04% 407
2024
Q2 		$29.5M Buy
476,721
+10,268
+2% +$591K 0.05% 390
2024
Q1 		$26.8M Sell
466,453
-44,681
-9% -$2.38M 0.04% 404
2023
Q4 		$25.8M Sell
511,134
-12,233
-2% -$562K 0.04% 406
2023
Q3 		$23.1M Buy
523,367
+470,453
+889% +$22.4M 0.04% 402
2023
Q2 		$2.6M Buy
+52,914
New +$2.32M 0.01% 1208
2021
Q1 		– Sell
-318,246
Closed -$14.9M – 3219
2020
Q4 		$14.9M Buy
318,246
+12,687
+4% +$528K 0.06% 286
2020
Q3 		$11.2M Sell
305,559
-7,737
-2% -$269K 0.05% 316
2020
Q2 		$10.2M Sell
313,296
-2,931
-0.9% -$81.3K 0.06% 314
2020
Q1 		$7.12M Buy
316,227
+14,844
+5% +$382K 0.05% 361
2019
Q4 		$7.76M Buy
301,383
+9,084
+3% +$221K 0.05% 404
2019
Q3 		$6.67M Buy
292,299
+7,827
+3% +$198K 0.04% 461
2019
Q2 		$6.91M Buy
+284,472
New +$6.66M 0.04% 449
2014
Q4 		– Sell
-33,738
Closed -$390K – 1647
2014
Q3 		$390K Buy
33,738
+4,587
+16% +$54.2K 0.01% 1106
2014
Q2 		$352K Buy
+29,151
New +$326K 0.01% 1182

Other funds holding PTF

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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
PFS
Paller Financial Services Centennial, Colorado $134M AUM
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
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

HighTower Advisors's PTF Position: Q1 2026 in Review

HighTower Advisors increased its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 103% in Q1 2026, buying an estimated $253K and bringing the position to 5,728 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

HighTower Advisors first reported a position in PTF in Q2 2014 and has held it in 21 quarters since. The position peaked at $34.6M in Q4 2024. 109 funds tracked by Wall St. Rank hold PTF as of Q1 2026.

  • HighTower Advisors held 5,728 shares of Invesco Dorsey Wright Technology Momentum ETF worth $495K as of Q1 2026.
  • HighTower Advisors bought 2,901 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2026, an estimated $253K.
  • Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2724 holding.
  • HighTower Advisors first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2014 and has held it in 21 quarters since.
  • HighTower Advisors's Invesco Dorsey Wright Technology Momentum ETF position peaked at $34.6M in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.