Wealth Enhancement Advisory Services
PTF icon

Wealth Enhancement Advisory Services’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Wealth Enhancement Advisory Services’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 		$293K Hold
2,530
– – ﹤0.01% 3231
2026
Q1 		$232K Sell
2,530
-9,924
-80% -$867K ﹤0.01% 3016
2025
Q4 		$1.02M Buy
12,454
+40
+0.3% +$3.12K ﹤0.01% 1946
2025
Q3 		$982K Buy
+12,414
New +$865K ﹤0.01% 1879

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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's PTF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q2 2026 at 2,530 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

Wealth Enhancement Advisory Services first reported a position in PTF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 20 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,530 shares of Invesco Dorsey Wright Technology Momentum ETF worth $293K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3231 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Dorsey Wright Technology Momentum ETF position peaked at $1.02M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.