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Pinnacle Financial Partners (Georgia)’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$366K Sell
2,688
-300
-10% -$35.5K ﹤0.01% 934
2026
Q1 		$258K Sell
2,988
-332
-10% -$29K ﹤0.01% 988
2025
Q4 		$254K Buy
+3,320
New +$259K ﹤0.01% 956

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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

Pinnacle Financial Partners (Georgia)'s PTF Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 10% in Q2 2026, selling an estimated $35.5K and leaving 2,688 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Pinnacle Financial Partners (Georgia) first reported a position in PTF in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 2,688 shares of Invesco Dorsey Wright Technology Momentum ETF worth $366K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 300 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2026, an estimated $35.5K.
  • Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #934 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.