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

Summit 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
2026
Q2 		– Sell
-19,646
Closed -$1.7M – 1619
2026
Q1 		$1.7M Buy
+19,646
New +$1.72M 0.02% 620

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Financial's PTF Position: Q2 2026 in Review

Summit Financial sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2026, closing a stake of 19,646 shares — an estimated $1.7M sold.

Summit Financial first reported a position in PTF in Q1 2026 and held it in 1 quarter. The position peaked at $1.7M in Q1 2026. 141 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • Summit Financial reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 19,646 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2026, an estimated $1.7M.
  • Summit Financial first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Summit Financial's Invesco Dorsey Wright Technology Momentum ETF position peaked at $1.7M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.