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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
2020
Q1 		– Sell
-300
Closed -$8K – 608
2019
Q4 		$8K Buy
+300
New +$7.3K ﹤0.01% 615

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

Institute for Wealth Management's PTF Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q1 2020, closing a stake of 300 shares — an estimated $8K sold.

Institute for Wealth Management first reported a position in PTF in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 60 funds tracked by Wall St. Rank hold PTF as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 300 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2020, an estimated $8K.
  • Institute for Wealth Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco Dorsey Wright Technology Momentum ETF position peaked at $8K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.