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

Pinnacle 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
2021 Q2	$230K	Buy	+4,620	New	+$217K	0.01%	345

Other funds holding PTF

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

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

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

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

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Pinnacle Wealth Advisors's PTF Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2021: 4,620 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings.

70 funds tracked by Wall St. Rank hold PTF as of Q2 2021.

Pinnacle Wealth Advisors held 4,620 shares of Invesco Dorsey Wright Technology Momentum ETF worth $230K as of Q2 2021.
Invesco Dorsey Wright Technology Momentum ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Invesco Dorsey Wright Technology Momentum ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #345 holding.
70 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.