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Byrne Financial Freedom’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Byrne Financial Freedom’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 		$1.65M Sell
33,675
-1,960
-6% -$95.5K 0.79% 32
2025
Q4 		$1.77M Buy
35,635
+792
+2% +$38.9K 0.81% 30
2025
Q3 		$1.54M Sell
34,843
-81,496
-70% -$3.2M 0.76% 29
2025
Q2 		$4.52M Sell
116,339
-2,757
-2% -$104K 2.26% 15
2025
Q1 		$4.7M Sell
119,096
-1,489
-1% -$61.6K 2.67% 14
2024
Q4 		$4.83M Buy
+120,585
New +$5.38M 2.15% 18

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Byrne Financial Freedom's PTH Position: Q1 2026 in Review

Byrne Financial Freedom reduced its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 5.5% in Q1 2026, selling an estimated $95.5K and leaving 33,675 shares worth $1.65M. The position accounts for 0.79% of the portfolio, ranked #32.

Byrne Financial Freedom first reported a position in PTH in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.83M in Q4 2024. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

  • Byrne Financial Freedom held 33,675 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $1.65M as of Q1 2026.
  • Byrne Financial Freedom sold 1,960 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2026, an estimated $95.5K.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.79% of Byrne Financial Freedom's portfolio in Q1 2026, its #32 holding.
  • Byrne Financial Freedom first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • Byrne Financial Freedom's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $4.83M in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.