Madden Advisory Services’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Madden Advisory Services’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 Q2	–	Sell	-47,940	Closed	-$1.08M	–	75
2020 Q1	$1.08M	Hold	47,940	–	–	0.75%	31
2019 Q4	$1.23M	Hold	47,940	–	–	0.81%	36
2019 Q3	$1.1M	Buy	+47,940	New	+$1.21M	0.78%	42
2019 Q2	–	Sell	-47,940	Closed	-$1.08M	–	89
2019 Q1	$1.08M	Hold	47,940	–	–	0.58%	48
2018 Q4	$841K	Buy	+47,940	New	+$892K	0.51%	49
2018 Q2	–	Sell	-47,940	Closed	-$915K	–	82
2018 Q1	$915K	Hold	47,940	–	–	0.56%	45
2017 Q4	$842K	Hold	47,940	–	–	0.51%	48
2017 Q3	$808K	Hold	47,940	–	–	0.51%	50
2017 Q2	$733K	Hold	47,940	–	–	0.48%	53
2017 Q1	$713K	Hold	47,940	–	–	0.46%	54
2016 Q4	$637K	Hold	47,940	–	–	0.43%	59
2016 Q3	$664K	Hold	47,940	–	–	0.41%	60
2016 Q2	$604K	Hold	47,940	–	–	0.37%	62
2016 Q1	$594K	Hold	47,940	–	–	0.39%	60
2015 Q4	$634K	Hold	47,940	–	–	0.42%	58
2015 Q3	$616K	Hold	47,940	–	–	0.4%	61
2015 Q2	$679K	Hold	47,940	–	–	0.41%	61
2015 Q1	$657K	Sell	47,940 -1,275	-3%	-$16.8K	0.4%	64
2014 Q4	$629K	Hold	49,215	–	–	0.36%	64
2014 Q3	$569K	Hold	49,215	–	–	0.3%	70
2014 Q2	$595K	Hold	49,215	–	–	0.3%	69
2014 Q1	$569K	Buy	49,215 +13,965	+40%	+$165K	0.31%	69
2013 Q4	$417K	Buy	35,250 +29,550	+518%	+$335K	0.31%	61
2013 Q3	$62K	Hold	5,700	–	–	0.05%	99
2013 Q2	$57K	Buy	+5,700	New	+$55.9K	0.05%	104

Other funds holding PTF

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Madden Advisory Services's PTF Position: Q2 2020 in Review

Madden Advisory Services sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2020, closing a stake of 47,940 shares — an estimated $1.08M sold.

Madden Advisory Services first reported a position in PTF in Q2 2013 and held it in 25 quarters. The position peaked at $1.23M in Q4 2019. 64 funds tracked by Wall St. Rank hold PTF as of Q2 2020.

Madden Advisory Services reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q2 2020 after selling out during the quarter.
Madden Advisory Services sold 47,940 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2020, an estimated $1.08M.
Madden Advisory Services first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2013 and held it in 25 quarters.
Madden Advisory Services's Invesco Dorsey Wright Technology Momentum ETF position peaked at $1.23M in Q4 2019.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2020.

Based on Madden Advisory Services's 13F filing for Q2 2020, filed 10 Aug 2020.