Third View Private Wealth’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Third View Private Wealth’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 Q3	$463K	Hold	4,250	–	–	0.05%	185
2026 Q2	$579K	Buy	+4,250	New	+$503K	0.07%	168

Other funds holding PTF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $545M AUM 21.2% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Third View Private Wealth's PTF Position: Q3 2026 in Review

Third View Private Wealth held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q3 2026 at 4,250 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #185.

Third View Private Wealth first reported a position in PTF in Q2 2026 and has held it in 2 quarters since. The position peaked at $579K in Q2 2026. 59 funds tracked by Wall St. Rank hold PTF as of Q3 2026.

Third View Private Wealth held 4,250 shares of Invesco Dorsey Wright Technology Momentum ETF worth $463K as of Q3 2026.
Third View Private Wealth left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Technology Momentum ETF made up 0.05% of Third View Private Wealth's portfolio in Q3 2026, its #185 holding.
Third View Private Wealth first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2026 and has held it in 2 quarters since.
Third View Private Wealth's Invesco Dorsey Wright Technology Momentum ETF position peaked at $579K in Q2 2026.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.