Spire Wealth Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Spire Wealth Management’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 Q2	$6.35K	Buy	47 +8	+21%	+$946	﹤0.01%	1777
2026 Q1	$3.39K	Hold	39	–	–	﹤0.01%	1926
2025 Q4	$3K	Hold	39	–	–	﹤0.01%	2018
2025 Q3	$2.94K	Hold	39	–	–	﹤0.01%	2080
2025 Q2	$2.68K	Hold	39	–	–	﹤0.01%	2113
2025 Q1	$2.31K	Hold	39	–	–	﹤0.01%	2254
2024 Q4	$2.85K	Buy	+39	New	+$2.77K	﹤0.01%	2176
2023 Q3	–	Sell	-2,400	Closed	-$118K	–	2447
2023 Q2	$118K	Hold	2,400	–	–	﹤0.01%	922
2023 Q1	$105K	Hold	2,400	–	–	﹤0.01%	952
2022 Q4	$91K	Hold	2,400	–	–	0.01%	781
2022 Q3	$85K	Hold	2,400	–	–	0.01%	763
2022 Q2	$87K	Hold	2,400	–	–	﹤0.01%	1086
2022 Q1	$110K	Hold	2,400	–	–	﹤0.01%	1129
2021 Q4	$133K	Hold	2,400	–	–	﹤0.01%	1287
2021 Q3	$120K	Hold	2,400	–	–	﹤0.01%	1128
2021 Q2	$120K	Hold	2,400	–	–	﹤0.01%	1126
2021 Q1	$115K	Buy	+2,400	New	+$121K	﹤0.01%	1345

Other funds holding PTF

PFS

Paller Financial Services Centennial, Colorado $134M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Spire Wealth Management's PTF Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 21% in Q2 2026, buying an estimated $946 and bringing the position to 47 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Spire Wealth Management first reported a position in PTF in Q1 2021 and has held it in 17 quarters since. The position peaked at $133K in Q4 2021. 18 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

Spire Wealth Management held 47 shares of Invesco Dorsey Wright Technology Momentum ETF worth $6.35K as of Q2 2026.
Spire Wealth Management bought 8 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2026, an estimated $946.
Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1777 holding.
Spire Wealth Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2021 and has held it in 17 quarters since.
Spire Wealth Management's Invesco Dorsey Wright Technology Momentum ETF position peaked at $133K in Q4 2021.
18 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.