PTF — INVESCO DWA TECHNOLOGY MOMENTUM ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  13 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INVESCO DWA TECHNOLOGY MOMENTUM ETF (PTF) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows PTF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in INVESCO DWA TECHNOLOGY MOMENTUM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PTF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PTF stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held PTF — position size vs. price
% of Fund (quarterly)    PTF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 291 — 0% 0.00% $25K 2026-04-13 $101.15
2025 Q4 UNCHANGED 291 — 0% 0.00% $22K 2026-02-06 $88.69
2025 Q3 UNCHANGED 291 — 0% 0.00% $22K 2025-11-14 (Est.) $73.94
2025 Q2 UNCHANGED 291 — 0% 0.00% $20K 2025-08-04 $70.26
2025 Q1 UNCHANGED 291 — 0% 0.00% $17K 2025-04-23 $55.83
2024 Q4 UNCHANGED 291 — 0% 0.00% $21K 2025-02-10 $73.78
2024 Q3 UNCHANGED 291 — 0% 0.00% $18K 2024-10-28 $65.96
2024 Q2 REDUCED 291 -150 -34.0% 0.00% $18K 2024-08-06 $54.61
2024 Q1 ADDED 441 +150 +51.5% 0.00% $25K 2024-05-01 $53.14
2023 Q4 UNCHANGED 291 — 0% 0.00% $15K 2024-01-10 $48.94
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PTF

As of 2026 Q1 — sorted by position size

Cooper Financial Group 3Y 7Y 0.03% Farther Finance Advisors, LLC 0.03% Merit Financial Group, LLC 3Y 7Y 0.03% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.01% Wealthcare Advisory Partners LLC 3Y 7Y 0.01% JOURNEY STRATEGIC WEALTH LLC 3Y 0.01% Quaker Wealth Management, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and PTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning PTF?

CREATIVE FINANCIAL DESIGNS INC /ADV reported PTF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PTF position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for PTF was 0.00% in 2024 Q1.

What is the latest reported PTF position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 291 shares, equal to 0.00% of portfolio, with an estimated market value of $25K.

What does the chart on this PTF ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly PTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CREATIVE FINANCIAL DESIGNS INC /ADV Holdings