Westside Investment Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Westside Investment Management’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
2025 Q1	–	Sell	-414	Closed	-$28.1K	–	1006
2024 Q4	$30.1K	Hold	414	–	–	0.01%	493
2024 Q3	$26.3K	Hold	414	–	–	0.01%	518
2024 Q2	$25.7K	Hold	414	–	–	0.01%	499
2024 Q1	$23.8K	Hold	414	–	–	0.01%	495
2023 Q4	$20.9K	Hold	414	–	–	0.01%	489
2023 Q3	$18.3K	Buy	+414	New	+$19.7K	0.01%	498

Other funds holding PTF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westside Investment Management's PTF Position: Q1 2025 in Review

Westside Investment Management sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q1 2025, closing a stake of 414 shares — an estimated $28.1K sold.

Westside Investment Management first reported a position in PTF in Q3 2023 and held it in 6 quarters. The position peaked at $30.1K in Q4 2024. 104 funds tracked by Wall St. Rank hold PTF as of Q1 2025.

Westside Investment Management reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q1 2025 after selling out during the quarter.
Westside Investment Management sold 414 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2025, an estimated $28.1K.
Westside Investment Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q3 2023 and held it in 6 quarters.
Westside Investment Management's Invesco Dorsey Wright Technology Momentum ETF position peaked at $30.1K in Q4 2024.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2025.

Based on Westside Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.