Action Point Financial Planning’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Action Point Financial Planning’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
2026 Q2	$24.4K	Buy	+408	New	+$21.2K	﹤0.01%	1061

Other funds holding PTH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Action Point Financial Planning's PTH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2026: 408 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

Action Point Financial Planning held 408 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $24.4K as of Q2 2026.
Invesco Dorsey Wright Healthcare Momentum ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1061 holding.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.