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Acorn Wealth Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Acorn Wealth Advisors’s Portfolio PTH Stock Details PTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-714
Closed -$21K – 354
2018
Q2 		$21K Hold
714
– – 0.02% 384
2018
Q1 		$19K Hold
714
– – 0.02% 395
2017
Q4 		$17K Buy
+714
New +$16.4K 0.02% 403

Other funds holding PTH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Acorn Wealth Advisors's PTH Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2018, closing a stake of 714 shares — an estimated $21K sold.

Acorn Wealth Advisors first reported a position in PTH in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q2 2018. 70 funds tracked by Wall St. Rank hold PTH as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 714 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q3 2018, an estimated $21K.
  • Acorn Wealth Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $21K in Q2 2018.
  • 70 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.