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Independent Advisor Alliance’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-10,794
Closed -$278K – 738
2019
Q4 		$278K Buy
+10,794
New +$263K 0.01% 704

Other funds holding PTF

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Independent Advisor Alliance's PTF Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q1 2020, closing a stake of 10,794 shares — an estimated $278K sold.

Independent Advisor Alliance first reported a position in PTF in Q4 2019 and held it in 1 quarter. The position peaked at $278K in Q4 2019. 60 funds tracked by Wall St. Rank hold PTF as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,794 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2020, an estimated $278K.
  • Independent Advisor Alliance first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco Dorsey Wright Technology Momentum ETF position peaked at $278K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.