The Invesco Dorsey Wright Technology Momentum ETF (PTF) was launched on October 12, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Broad segment of the equity market.
Invesco Dorsey Wright Technology Momentum ETF offers concentrated exposure to tech momentum and AI beneficiaries, with a 91% tech sector allocation. PTF has outperformed major benchmarks, returning over 93% in the past year and 871% over the past decade, highlighting structural advantages. The ETF's concentrated portfolio and momentum strategy may drive continued double-digit returns if AI adoption persists, though risk is elevated.
The Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF) is up roughly 58% year to date in 2026, which is what happens when a rules-based momentum fund collides with the largest data center buildout in corporate history.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 39 | $2,829.84 | $4,411.68 | $1,581.84 | 55.9% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 6,135 | $807,427.35 | $646,015.5 | -$161,411.85 | -19.99% |
| RCS Ryan Charles Stout Theory Financial LLC | 50,614 | $3.51M | $5.45M | $1.94M | 55.24% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 3,000 | $204,870 | $326,430 | $121,560 | 59.34% |
Bill McVay Red Tortoise LLC | 390 | $26,633.1 | $40,942.2 | $14,309.1 | 53.73% |
| NASDAQ (NMS) Exchange | US Country |
The company operates a fund that primarily focuses on investing in the technology sector, aiming to capitalize on the momentum of at least 30 companies within this area. It commits at least 90% of its total assets to securities that are included in the underlying index, which is specifically designed to track the performance of technology firms exhibiting strong relative strength or momentum. This strategic approach underlines the fund's specialization in identifying and investing in tech companies that not only show promising growth trajectories but also have the potential to offer significant returns to investors based on their momentum characteristics.
The company offers investment products and services that are focused on leveraging the momentum within the technology sector. These include: