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

Advisors Preferred’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
Q1 		– Sell
-468
Closed -$23K – 272
2025
Q4 		$23K Buy
+468
New +$23K ﹤0.01% 207

Other funds holding PTH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Advisors Preferred's PTH Position: Q1 2026 in Review

Advisors Preferred sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q1 2026, closing a stake of 468 shares — an estimated $23K sold.

Advisors Preferred first reported a position in PTH in Q4 2025 and held it in 1 quarter. The position peaked at $23K in Q4 2025. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

  • Advisors Preferred reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Advisors Preferred sold 468 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2026, an estimated $23K.
  • Advisors Preferred first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Advisors Preferred's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $23K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.