Wealthcare Advisory Partners’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Wealthcare Advisory Partners’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	$949K	Buy	6,960 +610	+10%	+$72.1K	0.02%	536
2026 Q1	$548K	Buy	6,350 +569	+10%	+$49.7K	0.01%	669
2025 Q4	$442K	Sell	5,781 -6	-0.1%	-$469	0.01%	729
2025 Q3	$433K	Sell	5,787 -32	-0.5%	-$2.23K	0.01%	714
2025 Q2	$397K	Sell	5,819 -222	-4%	-$13.7K	0.01%	705
2025 Q1	$356K	Sell	6,041 -3,645	-38%	-$247K	0.01%	681
2024 Q4	$703K	Sell	9,686 -43	-0.4%	-$3.05K	0.02%	497
2024 Q3	$617K	Sell	9,729 -185	-2%	-$11.3K	0.02%	525
2024 Q2	$614K	Sell	9,914 -2,833	-22%	-$163K	0.02%	489
2024 Q1	$731K	Sell	12,747 -4,286	-25%	-$228K	0.02%	461
2023 Q4	$860K	Sell	17,033 -8,540	-33%	-$393K	0.03%	355
2023 Q3	$1.13M	Buy	+25,573	New	+$1.22M	0.05%	259
2021 Q2	–	Sell	-636	Closed	-$30K	–	1527
2021 Q1	$30K	Buy	+636	New	+$32K	﹤0.01%	1061

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

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

FEM

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

Wealthcare Advisory Partners's PTF Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 9.6% in Q2 2026, buying an estimated $72.1K and bringing the position to 6,960 shares worth $949K. The position accounts for 0.02% of the portfolio, ranked #536.

Wealthcare Advisory Partners first reported a position in PTF in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.13M in Q3 2023. 20 funds tracked by Wall St. Rank hold PTF as of Q2 2026.

Wealthcare Advisory Partners held 6,960 shares of Invesco Dorsey Wright Technology Momentum ETF worth $949K as of Q2 2026.
Wealthcare Advisory Partners bought 610 Invesco Dorsey Wright Technology Momentum ETF shares in Q2 2026, an estimated $72.1K.
Invesco Dorsey Wright Technology Momentum ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #536 holding.
Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2021 and has held it in 13 quarters since.
Wealthcare Advisory Partners's Invesco Dorsey Wright Technology Momentum ETF position peaked at $1.13M in Q3 2023.
20 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.