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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
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
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