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

Atlas Legacy 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 		$327K Sell
5,964
-387
-6% -$20.1K 0.05% 179
2026
Q1 		$316K Sell
6,351
-39
-0.6% -$1.9K 0.06% 165
2025
Q4 		$320K Buy
+6,390
New +$314K 0.06% 168

Other funds holding PTH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
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

Atlas Legacy Advisors's PTH Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 6.1% in Q2 2026, selling an estimated $20.1K and leaving 5,964 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #179.

Atlas Legacy Advisors first reported a position in PTH in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

  • Atlas Legacy Advisors held 5,964 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $327K as of Q2 2026.
  • Atlas Legacy Advisors sold 387 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2026, an estimated $20.1K.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.05% of Atlas Legacy Advisors's portfolio in Q2 2026, its #179 holding.
  • Atlas Legacy Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.