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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

Other funds holding PTF

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's PTF Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q3 2023, closing a stake of 63 shares — an estimated $3.09K sold.

WealthPLAN Partners first reported a position in PTF in Q1 2023 and held it in 2 quarters. The position peaked at $3.09K in Q2 2023. 70 funds tracked by Wall St. Rank hold PTF as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 63 Invesco Dorsey Wright Technology Momentum ETF shares in Q3 2023, an estimated $3.09K.
  • WealthPLAN Partners first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco Dorsey Wright Technology Momentum ETF position peaked at $3.09K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.