PTF

Invesco Dorsey Wright Technology Momentum ETF
$87.26-2.28 (-2.55%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

5.2252523598719425e+225B

Total Value

$3.900018000148569e+174T

% of Float

Price History

$51.29$62.39$73.48$84.58$95.67Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC522,525$39.0M0.01%Share
2MORGAN STANLEY235,987$18.0M0.00%Share
3Transamerica Financial Advisors, LLC194,233$14.9M1.24%Share
4BANK OF AMERICA CORP /DE/127,744$9.0M0.00%Share
5Janney Montgomery Scott LLC81,684$6.0M0.01%Share
6Paller Financial Services Inc77,771$5.9M4.77%Share
7THEORY FINANCIAL LLC67,775$5.6M1.90%Share
8RAYMOND JAMES FINANCIAL INC72,623$5.0M0.00%Share
9AMERIPRISE FINANCIAL INC57,192$4.0M0.00%Share
10TRUIST FINANCIAL CORP48,859$3.7M0.00%Share
11UBS Group AG42,536$3.3M0.00%Share
12OSAIC HOLDINGS, INC.49,736$3.0M0.00%Share
13BANK OF AMERICA CORP /DE/49,358$3.0M0.00%Share
14WELLS FARGO & COMPANY/MN46,437$3.0M0.00%Share
15Merit Financial Group, LLC37,647$2.9M0.02%Share
16Farther Finance Advisors, LLC32,283$2.5M0.03%Share
17Private Advisor Group, LLC35,030$2.0M0.01%Share
18StoneX Group Inc.38,700$2.0M0.09%Share
19WELLS FARGO & COMPANY/MN26,452$2.0M0.00%Share
20Cambridge Investment Research Advisors, Inc.31,336$2.0M0.01%Share
21IMC-Chicago, LLC21,104$1.6M0.00%Share
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,084$1.2M0.00%Share
23Genesee Capital Advisors, LLC14,974$1.1M0.46%Share
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,454$1.0M0.00%Share
25Cetera Investment Advisers18,998$1.0M0.00%Share
26ROYAL BANK OF CANADA24,961$1.0M0.00%Share
27RAYMOND JAMES FINANCIAL INC24,175$1.0M0.00%Share
28MISSION WEALTH MANAGEMENT, LP24,300$1.0M0.02%Share
29ENVESTNET ASSET MANAGEMENT INC19,200$1.0M0.00%Share
30MML INVESTORS SERVICES, LLC14,234$1.0M0.00%Share
31AlphaCore Capital LLC14,685$1.0M0.02%Share
32Signature Equity Partners, LLC10,369$793K0.44%Share
33Stratos Wealth Partners, LTD.9,680$740K0.01%Share
34AXXCESS WEALTH MANAGEMENT, LLC9,468$724K0.00%Share
35Darwin Wealth Management, LLC9,468$724K0.22%Share
36Benson Wealth Management INC8,115$620K0.69%Share
37Chicago Partners Investment Group LLC6,450$534K0.01%Share
38Heritage Trust Co6,813$521K0.05%Share
39Heritage Trust Co6,747$516K0.05%Share
40BALANCED WEALTH GROUP LLC6,812$515K0.19%Share
41COMERICA BANK6,675$510K0.00%Share
42Golden State Wealth Management, LLC6,620$506K0.05%Share
43Geneos Wealth Management Inc.6,611$505K0.01%Share
44Samalin Investment Counsel, LLC6,226$476K0.17%Share
45Wealthcare Advisory Partners LLC5,781$442K0.01%Share
46Betterment LLC5,658$433K0.00%Share
47Sound Income Strategies, LLC4,988$416K0.02%Share
48Arete Wealth Advisors, LLC5,194$397K0.02%Share
49Sigma Planning Corp4,769$364K0.01%Share
50Cooper Financial Group4,436$339K0.04%Share