AF
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Allworth Financial’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Allworth Financial’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 		$30.1K Hold
615
– – ﹤0.01% 2701
2025
Q4 		$30.6K Hold
615
– – ﹤0.01% 2528
2025
Q3 		$27.1K Hold
615
– – ﹤0.01% 2518
2025
Q2 		$23.9K Hold
615
– – ﹤0.01% 2409
2025
Q1 		$23.8K Hold
615
– – ﹤0.01% 1972
2024
Q4 		$25.6K Hold
615
– – ﹤0.01% 1943
2024
Q3 		$28.6K Hold
615
– – ﹤0.01% 1688
2024
Q2 		$27.3K Hold
615
– – ﹤0.01% 1679
2024
Q1 		$27K Buy
+615
New +$26K ﹤0.01% 1598

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