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Salem Investment Counselors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Salem Investment Counselors’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
2022
Q3 		– Sell
-12
Closed – – 1103
2022
Q2 		$0 Buy
+12
New +$477 ﹤0.01% 1107

Other funds holding PTF

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Salem Investment Counselors's PTF Position: Q3 2022 in Review

Salem Investment Counselors sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2022, closing a stake of 12 shares.

Salem Investment Counselors first reported a position in PTF in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 63 funds tracked by Wall St. Rank hold PTF as of Q3 2022.

  • Salem Investment Counselors reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 12 Invesco Dorsey Wright Technology Momentum ETF shares in Q3 2022.
  • Salem Investment Counselors first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2022 and held it in 1 quarter.
  • Salem Investment Counselors's Invesco Dorsey Wright Technology Momentum ETF position peaked at $0 in Q2 2022.
  • 63 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2022.

Based on Salem Investment Counselors's 13F filing for Q3 2022, filed 9 Nov 2022.