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

Pinnacle Financial Partners (Tennessee)’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	$248K	Hold	3,320	–	–	0.01%	431
2025 Q2	$227K	Buy	+3,320	New	+$205K	﹤0.01%	439
2025 Q1	–	Sell	-3,320	Closed	-$241K	–	532
2024 Q4	$241K	Hold	3,320	–	–	﹤0.01%	409
2024 Q3	$211K	Sell	3,320 -2,326	-41%	-$142K	﹤0.01%	429
2024 Q2	$350K	Buy	5,646 +1,326	+31%	+$76.4K	0.01%	356
2024 Q1	$248K	Hold	4,320	–	–	0.01%	398
2023 Q4	$218K	Buy	+4,320	New	+$199K	0.01%	395
2023 Q3	–	Sell	-4,620	Closed	-$227K	–	555
2023 Q2	$227K	Hold	4,620	–	–	0.01%	368
2023 Q1	$201K	Buy	+4,620	New	+$190K	0.01%	382
2022 Q2	–	Sell	-4,620	Closed	-$213K	–	454
2022 Q1	$213K	Hold	4,620	–	–	0.01%	352
2021 Q4	$256K	Hold	4,620	–	–	0.01%	357
2021 Q3	$231K	Hold	4,620	–	–	0.01%	357
2021 Q2	$230K	Hold	4,620	–	–	0.01%	345
2021 Q1	$221K	Hold	4,620	–	–	0.01%	330
2020 Q4	$217K	Buy	+4,620	New	+$192K	0.01%	329

Other funds holding PTF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s PTF Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q3 2025 at 3,320 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #431.

Pinnacle Financial Partners (Tennessee) first reported a position in PTF in Q4 2020 and has held it in 15 quarters since. The position peaked at $350K in Q2 2024. 102 funds tracked by Wall St. Rank hold PTF as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 3,320 shares of Invesco Dorsey Wright Technology Momentum ETF worth $248K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q3 2025.
Invesco Dorsey Wright Technology Momentum ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #431 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2020 and has held it in 15 quarters since.
Pinnacle Financial Partners (Tennessee)'s Invesco Dorsey Wright Technology Momentum ETF position peaked at $350K in Q2 2024.
102 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.