Outlook Wealth Advisors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Outlook Wealth Advisors’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 Q3	–	Sell	-16,214	Closed	-$2.21M	–	325
2026 Q2	$2.21M	Buy	+16,214	New	+$1.92M	0.48%	49
2025 Q2	–	Sell	-26,370	Closed	-$1.55M	–	279
2025 Q1	$1.55M	Buy	26,370 +5,533	+27%	+$376K	0.43%	48
2024 Q4	$1.51M	Sell	20,837 -1,224	-6%	-$86.8K	0.43%	46
2024 Q3	$1.4M	Buy	22,061 +1,168	+6%	+$71.2K	0.4%	48
2024 Q2	$1.01M	Buy	+20,893	New	+$1.2M	0.32%	59

Other funds holding PTF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Theory Financial Fort Collins, Colorado $314M AUM 13.8% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Outlook Wealth Advisors's PTF Position: Q3 2026 in Review

Outlook Wealth Advisors sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2026, closing a stake of 16,214 shares — an estimated $2.21M sold.

Outlook Wealth Advisors first reported a position in PTF in Q2 2024 and held it in 5 quarters. The position peaked at $2.21M in Q2 2026. 67 funds tracked by Wall St. Rank hold PTF as of Q3 2026.

Outlook Wealth Advisors reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q3 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 16,214 Invesco Dorsey Wright Technology Momentum ETF shares in Q3 2026, an estimated $2.21M.
Outlook Wealth Advisors first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2024 and held it in 5 quarters.
Outlook Wealth Advisors's Invesco Dorsey Wright Technology Momentum ETF position peaked at $2.21M in Q2 2026.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.