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John Overdeck’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

John Overdeck’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 		$13.8M Buy
+101,200
New +$12M 0.01% 1288
2025
Q3 		– Sell
-83,600
Closed -$5.71M – 3866
2025
Q2 		$5.71M Buy
+83,600
New +$5.16M 0.01% 1151

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

John Overdeck's PTF Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2026: 101,200 shares worth $13.8M. The stake represents 0.01% of the portfolio and ranks #1288 among its holdings. This is a return to the name: John Overdeck previously reported a position in PTF as recently as Q2 2025.

John Overdeck first reported a position in PTF in Q2 2025 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • John Overdeck held 101,200 shares of Invesco Dorsey Wright Technology Momentum ETF worth $13.8M as of Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF was a new John Overdeck position in Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1288 holding.
  • John Overdeck first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2025 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 Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.