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

Aptus Capital 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
2026 Q2	$71.7K	Hold	1,200	–	–	﹤0.01%	1325
2026 Q1	$58.8K	Hold	1,200	–	–	﹤0.01%	1256
2025 Q4	$59.6K	Hold	1,200	–	–	﹤0.01%	1267
2025 Q3	$52.9K	Hold	1,200	–	–	﹤0.01%	1222
2025 Q2	$46.7K	Hold	1,200	–	–	﹤0.01%	1189
2025 Q1	$47.4K	Hold	1,200	–	–	﹤0.01%	1113
2024 Q4	$48K	Hold	1,200	–	–	﹤0.01%	1109
2024 Q3	$55.8K	Hold	1,200	–	–	﹤0.01%	919
2024 Q2	$51.6K	Hold	1,200	–	–	﹤0.01%	893
2024 Q1	$52.8K	Buy	+1,200	New	+$50.7K	﹤0.01%	888
2023 Q1	–	Sell	-1,284	Closed	-$52.6K	–	867
2022 Q4	$52.6K	Buy	1,284 +1,209	+1,612%	+$49.1K	﹤0.01%	596
2022 Q3	$3K	Buy	+75	New	+$3.17K	﹤0.01%	729

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

Aptus Capital Advisors's PTH Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) position steady in Q2 2026 at 1,200 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Aptus Capital Advisors first reported a position in PTH in Q3 2022 and has held it in 12 quarters since. 67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

Aptus Capital Advisors held 1,200 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $71.7K as of Q2 2026.
Aptus Capital Advisors left its Invesco Dorsey Wright Healthcare Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1325 holding.
Aptus Capital Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2022 and has held it in 12 quarters since.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.