Bank of Montreal
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Bank of Montreal’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Bank of Montreal’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 		$36K Sell
602
-180
-23% -$9.34K ﹤0.01% 3488
2026
Q1 		$38.3K Buy
+782
New +$38.1K ﹤0.01% 3355

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

Bank of Montreal's PTH Position: Q2 2026 in Review

Bank of Montreal reduced its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 23% in Q2 2026, selling an estimated $9.34K and leaving 602 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #3488.

Bank of Montreal first reported a position in PTH in Q1 2026 and has held it in 2 quarters since. The position peaked at $38.3K in Q1 2026. 67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

  • Bank of Montreal held 602 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $36K as of Q2 2026.
  • Bank of Montreal sold 180 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2026, an estimated $9.34K.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3488 holding.
  • Bank of Montreal first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • Bank of Montreal's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $38.3K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.