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

LJI 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 		$317K Hold
2,325
– – 0.04% 154
2026
Q1 		$201K Buy
+2,325
New +$203K 0.03% 186

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 $104B AUM 28.3% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

LJI Wealth Management's PTF Position: Q2 2026 in Review

LJI Wealth Management held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q2 2026 at 2,325 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #154.

LJI Wealth Management first reported a position in PTF in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • LJI Wealth Management held 2,325 shares of Invesco Dorsey Wright Technology Momentum ETF worth $317K as of Q2 2026.
  • LJI Wealth Management left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #154 holding.
  • LJI Wealth Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2026 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 LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.