Transamerica Financial Advisors, LLC
Position in PTF — Invesco Dorsey Wright Technology Momentum ETF
CIK 1502149
CEDAR RAPIDS, IA
All Filings in PTF
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 PTF | $14,856,882 | 194,233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 PTF | $15,912,193 | 212,673 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 PTF | $15,215,626 | 222,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PTF | $15,040,401 | 255,095 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 PTF | $18,023,468 | 248,394 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 PTF | $15,145,117 | 238,769 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 PTF | $14,803,969 | 239,005 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 PTF | $13,714,106 | 239,005 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PTF | $12,118,308 | 239,919 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 PTF | $11,674,661 | 264,312 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 PTF | $13,146 | 89,288 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PTF | $17 | 124 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PTF | $23 | 195 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 PTF | $6,908 | 195 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PTF | $7,121 | 197 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 PTF | $30,405 | 549 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 PTF | $31,793 | 678 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 PTF | $39,761 | 1,084 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 PTF | $1,408,495 | 43,365 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 PTF | $40,310 | 1,790 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||