Nalls Sherbakoff Group’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Nalls Sherbakoff Group’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
2023 Q4	$3.03K	Buy	+60	New	+$2.76K	﹤0.01%	335

Other funds holding PTF

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

LPL Financial San Diego, California $377B AUM 19.32% 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

TFA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Nalls Sherbakoff Group's PTF Position: Q4 2023 in Review

Nalls Sherbakoff Group opened a new position in Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q4 2023: 60 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #335 among its holdings.

85 funds tracked by Wall St. Rank hold PTF as of Q4 2023.

Nalls Sherbakoff Group held 60 shares of Invesco Dorsey Wright Technology Momentum ETF worth $3.03K as of Q4 2023.
Invesco Dorsey Wright Technology Momentum ETF was a new Nalls Sherbakoff Group position in Q4 2023.
Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #335 holding.
85 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.