Ameritas Advisory Services’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-201	Closed	-$8.86K	–	1814
2025 Q3	$8.86K	Sell	201 -600	-75%	-$23.5K	﹤0.01%	1696
2025 Q2	$31.1K	Buy	+801	New	+$30.2K	﹤0.01%	1536
2023 Q2	–	Sell	-2,124	Closed	-$82.2K	–	2048
2023 Q1	$82.2K	Buy	+2,124	New	+$83.1K	﹤0.01%	1078
2022 Q1	–	Sell	-3,969	Closed	-$205K	–	856
2021 Q4	$205K	Buy	+3,969	New	+$206K	0.01%	775

Other funds holding PTH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameritas Advisory Services's PTH Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2025, closing a stake of 201 shares — an estimated $8.86K sold.

Ameritas Advisory Services first reported a position in PTH in Q4 2021 and held it in 4 quarters. The position peaked at $205K in Q4 2021. 65 funds tracked by Wall St. Rank hold PTH as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 201 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2025, an estimated $8.86K.
Ameritas Advisory Services first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2021 and held it in 4 quarters.
Ameritas Advisory Services's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $205K in Q4 2021.
65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.