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SJS Investment Consulting’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

SJS Investment Consulting’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
Q1 		$12K Hold
252
– – ﹤0.01% 374
2021
Q4 		$14K Buy
+252
New +$14K ﹤0.01% 328

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Osaic Holdings
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SJS Investment Consulting's PTF Position: Q1 2022 in Review

SJS Investment Consulting held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q1 2022 at 252 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

SJS Investment Consulting first reported a position in PTF in Q4 2021 and has held it in 2 quarters since. The position peaked at $14K in Q4 2021. 71 funds tracked by Wall St. Rank hold PTF as of Q1 2022.

  • SJS Investment Consulting held 252 shares of Invesco Dorsey Wright Technology Momentum ETF worth $12K as of Q1 2022.
  • SJS Investment Consulting left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q1 2022.
  • Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2022, its #374 holding.
  • SJS Investment Consulting first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2021 and has held it in 2 quarters since.
  • SJS Investment Consulting's Invesco Dorsey Wright Technology Momentum ETF position peaked at $14K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2022.

Based on SJS Investment Consulting's 13F filing for Q1 2022, filed 5 May 2022.