Prudential Financial
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Prudential Financial’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-7,889
Closed -$500K – 2592
2024
Q3 		$500K Buy
+7,889
New +$481K ﹤0.01% 2219

Other funds holding PTF

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential Financial's PTF Position: Q4 2024 in Review

Prudential Financial sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q4 2024, closing a stake of 7,889 shares — an estimated $500K sold.

Prudential Financial first reported a position in PTF in Q3 2024 and held it in 1 quarter. The position peaked at $500K in Q3 2024. 111 funds tracked by Wall St. Rank hold PTF as of Q4 2024.

  • Prudential Financial reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 7,889 Invesco Dorsey Wright Technology Momentum ETF shares in Q4 2024, an estimated $500K.
  • Prudential Financial first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Prudential Financial's Invesco Dorsey Wright Technology Momentum ETF position peaked at $500K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.