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

MorganRosel 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
2025
Q3 		– Sell
-754
Closed -$51.5K – 292
2025
Q2 		$51.5K Hold
754
– – 0.01% 186
2025
Q1 		$44.5K Buy
+754
New +$51.2K 0.01% 173

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MorganRosel Wealth Management's PTF Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2025, closing a stake of 754 shares — an estimated $51.5K sold.

MorganRosel Wealth Management first reported a position in PTF in Q1 2025 and held it in 2 quarters. The position peaked at $51.5K in Q2 2025. 102 funds tracked by Wall St. Rank hold PTF as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 754 Invesco Dorsey Wright Technology Momentum ETF shares in Q3 2025, an estimated $51.5K.
  • MorganRosel Wealth Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Invesco Dorsey Wright Technology Momentum ETF position peaked at $51.5K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.