Atria Wealth Solutions’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-13,464	Closed	-$531K	–	1800
2025 Q1	$531K	Hold	13,464	–	–	0.01%	1168
2024 Q4	$539K	Sell	13,464 -3,706	-22%	-$165K	0.01%	1237
2024 Q3	$798K	Sell	17,170 -1,297	-7%	-$58.8K	0.01%	1010
2024 Q2	$793K	Sell	18,467 -3,900	-17%	-$164K	0.01%	1003
2024 Q1	$983K	Buy	22,367 +4,645	+26%	+$196K	0.01%	919
2023 Q4	$694K	Buy	+17,722	New	+$593K	0.01%	1040

Other funds holding PTH

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

BFF

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Atria Wealth Solutions's PTH Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2025, closing a stake of 13,464 shares — an estimated $531K sold.

Atria Wealth Solutions first reported a position in PTH in Q4 2023 and held it in 6 quarters. The position peaked at $983K in Q1 2024. 55 funds tracked by Wall St. Rank hold PTH as of Q2 2025.

Atria Wealth Solutions reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 13,464 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2025, an estimated $531K.
Atria Wealth Solutions first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2023 and held it in 6 quarters.
Atria Wealth Solutions's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $983K in Q1 2024.
55 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.