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

WealthPLAN 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
2023
Q3 		– Sell
-63
Closed -$3.09K – 928
2023
Q2 		$3.09K Hold
63
– – ﹤0.01% 997
2023
Q1 		$2.75K Buy
+63
New +$2.59K ﹤0.01% 1094

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TFA
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Bank of America
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Royal Bank of Canada
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MML Investors Services
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Janney Montgomery Scott
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MFG
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UBS Group
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