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

Institute for 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
2026 Q2	$40.9K	Buy	+300	New	+$35.5K	﹤0.01%	926
2020 Q1	–	Sell	-300	Closed	-$8K	–	608
2019 Q4	$8K	Buy	+300	New	+$7.3K	﹤0.01%	615

Other funds holding PTF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institute for Wealth Management's PTF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2026: 300 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PTF as recently as Q4 2019.

Institute for Wealth Management first reported a position in PTF in Q4 2019 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

Institute for Wealth Management held 300 shares of Invesco Dorsey Wright Technology Momentum ETF worth $40.9K as of Q2 2026.
Invesco Dorsey Wright Technology Momentum ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #926 holding.
Institute for Wealth Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2019 and has held it in 2 quarters since.
141 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.