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International Assets Investment Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

International Assets Investment 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
2024
Q3 		– Sell
-201
Closed -$12.5K – 2436
2024
Q2 		$12.5K Buy
+201
New +$11.6K ﹤0.01% 1602

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

International Assets Investment Management's PTF Position: Q3 2024 in Review

International Assets Investment Management sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2024, closing a stake of 201 shares — an estimated $12.5K sold.

International Assets Investment Management first reported a position in PTF in Q2 2024 and held it in 1 quarter. The position peaked at $12.5K in Q2 2024. 92 funds tracked by Wall St. Rank hold PTF as of Q3 2024.

  • International Assets Investment Management reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 201 Invesco Dorsey Wright Technology Momentum ETF shares in Q3 2024, an estimated $12.5K.
  • International Assets Investment Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's Invesco Dorsey Wright Technology Momentum ETF position peaked at $12.5K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.