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&Partners’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

&Partners’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 		$568K Buy
4,327
+623
+17% +$73.7K ﹤0.01% 1766
2026
Q1 		$320K Sell
3,704
-1,812
-33% -$158K ﹤0.01% 1957
2025
Q4 		$422K Sell
5,516
-338
-6% -$26.4K ﹤0.01% 1727
2025
Q3 		$438K Buy
5,854
+830
+17% +$57.9K ﹤0.01% 1535
2025
Q2 		$341K Buy
5,024
+1,442
+40% +$88.9K ﹤0.01% 1560
2025
Q1 		$213K Buy
3,582
+448
+14% +$30.4K ﹤0.01% 1603
2024
Q4 		$240K Buy
+3,134
New +$222K ﹤0.01% 1450

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

&Partners's PTF Position: Q2 2026 in Review

&Partners increased its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 17% in Q2 2026, buying an estimated $73.7K and bringing the position to 4,327 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

&Partners first reported a position in PTF in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • &Partners held 4,327 shares of Invesco Dorsey Wright Technology Momentum ETF worth $568K as of Q2 2026.
  • &Partners bought 623 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2026, an estimated $73.7K.
  • Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1766 holding.
  • &Partners first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.