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

IBEX Wealth 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
2019
Q3 		– Sell
-153
Closed -$3K – 317
2019
Q2 		$3K Buy
+153
New +$3.58K ﹤0.01% 389

Other funds holding PTF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

IBEX Wealth Advisors's PTF Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2019, closing a stake of 153 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in PTF in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 60 funds tracked by Wall St. Rank hold PTF as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 153 Invesco Dorsey Wright Technology Momentum ETF shares in Q3 2019, an estimated $3K.
  • IBEX Wealth Advisors first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Invesco Dorsey Wright Technology Momentum ETF position peaked at $3K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.