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 Q2	$1.97M	Sell	32,917 -758	-2%	-$39.3K	0.77%	30
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Byrne Financial Freedom's PTH Position: Q2 2026 in Review

Byrne Financial Freedom reduced its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 2.3% in Q2 2026, selling an estimated $39.3K and leaving 32,917 shares worth $1.97M. The position accounts for 0.77% of the portfolio, ranked #30.

Byrne Financial Freedom first reported a position in PTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.83M in Q4 2024. 67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

Byrne Financial Freedom held 32,917 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $1.97M as of Q2 2026.
Byrne Financial Freedom sold 758 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2026, an estimated $39.3K.
Invesco Dorsey Wright Healthcare Momentum ETF made up 0.77% of Byrne Financial Freedom's portfolio in Q2 2026, its #30 holding.
Byrne Financial Freedom first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Byrne Financial Freedom's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $4.83M in Q4 2024.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.