LANARK FINANCIAL, INC. PTF — INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF

Ownership history in LANARK FINANCIAL, INC.  ·  4 quarters on record

AI Ownership Summary

LANARK FINANCIAL, INC. reported INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF (PTF) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.19% in 2026 Q3. The latest visible filing shows PTF at 0.19% 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.

What this PTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANARK FINANCIAL, INC.'s position in INVESCO DORSEY WRIGHT 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 Q3

PTF was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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 LANARK FINANCIAL, INC. fund profile LANARK FINANCIAL, INC. full holdings
How LANARK FINANCIAL, INC. held PTF — position size vs. price
% of Fund (quarterly)    PTF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 25,035 +13,822 +123.3% 0.19% $2.7M 2026-10-26 $107.23
2026 Q2 ADDED — — — 11,213 +10,688 +2035.8% 0.10% $1.5M 2026-07-21 $110.72
2025 Q2 ADDED — — — 525 +225 +75.0% 0.00% $35K 2025-08-14 (Est.) $68.64
2024 Q3 INITIATED — — — 300 — — 0.00% $19K 2024-10-15 $66.00

🏢 Other funds also holding PTF

As of 2026 Q3 — sorted by position size

Paller Financial Services Inc 5.75% Maxi Investments CY Ltd 3Y 1.6% Genesee Capital Advisors, LLC 3Y 7Y 0.54% Unique Wealth Strategies, LLC 0.47% Pathway Financial Advisers, LLC 0.32% Dedeker Financial LLC 0.29% Samalin Investment Counsel, LLC 3Y 0.15% REIK & CO., LLC 3Y 7Y 0.11% Trueblood Wealth Management, LLC 0.1% MISSION WEALTH MANAGEMENT, LP 3Y 7Y 0.04%

FAQ About LANARK FINANCIAL, INC. and PTF

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

How long has LANARK FINANCIAL, INC. reported owning PTF?

LANARK FINANCIAL, INC. reported PTF across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported PTF position in LANARK FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for PTF was 0.19% in 2026 Q3.

What is the latest reported PTF position on this page?

The most recent filing on this page is 2026 Q3, when LANARK FINANCIAL, INC. reported 25,035 shares, equal to 0.19% of portfolio, with an estimated market value of $2.7M.

What does the chart on this PTF ownership page compare?

The chart compares LANARK FINANCIAL, INC.'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.

How well did LANARK FINANCIAL, INC. time their PTF position?

Based on 13F filing dates vs. subsequent PTF price moves, LANARK FINANCIAL, INC. correctly timed 2 out of 3 reported position changes (67%).

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