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

Pinnacle Wealth Planning Services’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
Q1 		$2.6K Hold
30
– – ﹤0.01% 2403
2025
Q4 		$2.3K Buy
+30
New +$2.34K ﹤0.01% 2451

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's PTF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q1 2026 at 30 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Pinnacle Wealth Planning Services first reported a position in PTF in Q4 2025 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold PTF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 30 shares of Invesco Dorsey Wright Technology Momentum ETF worth $2.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2403 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.