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Independent Financial Group’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Independent Financial Group’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
Q2 		$677K Buy
+4,965
New +$587K 0.01% 849
2025
Q2 		– Sell
-6,444
Closed -$380K – 1349
2025
Q1 		$380K Sell
6,444
-562
-8% -$38.2K 0.01% 822
2024
Q4 		$508K Buy
7,006
+583
+9% +$41.3K 0.02% 679
2024
Q3 		$407K Buy
6,423
+7
+0.1% +$426 0.02% 742
2024
Q2 		$397K Buy
6,416
+37
+0.6% +$2.13K 0.02% 702
2024
Q1 		$366K Buy
6,379
+311
+5% +$16.5K 0.02% 701
2023
Q4 		$306K Buy
6,068
+399
+7% +$18.3K 0.02% 715
2023
Q3 		$250K Buy
+5,669
New +$270K 0.02% 748
2021
Q1 		– Sell
-6,948
Closed -$326K – 666
2020
Q4 		$326K Buy
6,948
+294
+4% +$12.2K 0.05% 409
2020
Q3 		$244K Sell
6,654
-1,356
-17% -$47.2K 0.05% 397
2020
Q2 		$260K Buy
+8,010
New +$222K 0.06% 349

Other funds holding PTF

PFS
Paller Financial Services Centennial, Colorado $134M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Independent Financial Group's PTF Position: Q2 2026 in Review

Independent Financial Group opened a new position in Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2026: 4,965 shares worth $677K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in PTF as recently as Q1 2025.

Independent Financial Group first reported a position in PTF in Q2 2020 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • Independent Financial Group held 4,965 shares of Invesco Dorsey Wright Technology Momentum ETF worth $677K as of Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF was a new Independent Financial Group position in Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #849 holding.
  • Independent Financial Group first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2020 and has held it in 11 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.