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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
Q2 		$579K Buy
+4,250
New +$503K 0.07% 168

Other funds holding PTF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
TF
Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Third View Private Wealth's PTF Position: Q2 2026 in Review

Third View Private Wealth opened a new position in Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q2 2026: 4,250 shares worth $579K. The stake represents 0.07% of the portfolio and ranks #168 among its holdings.

82 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • Third View Private Wealth held 4,250 shares of Invesco Dorsey Wright Technology Momentum ETF worth $579K as of Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF was a new Third View Private Wealth position in Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF made up 0.07% of Third View Private Wealth's portfolio in Q2 2026, its #168 holding.
  • 82 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.