Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Cetera Investment Advisers’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 		$306K Buy
6,252
+39
+0.6% +$1.9K ﹤0.01% 3964
2025
Q4 		$309K Sell
6,213
-735
-11% -$36.1K ﹤0.01% 3883
2025
Q3 		$306K Buy
6,948
+1,160
+20% +$45.5K ﹤0.01% 3816
2025
Q2 		$225K Sell
5,788
-8,903
-61% -$336K ﹤0.01% 3636
2025
Q1 		$580K Buy
14,691
+6,722
+84% +$278K ﹤0.01% 2715
2024
Q4 		$319K Sell
7,969
-997
-11% -$44.4K ﹤0.01% 3068
2024
Q3 		$417K Sell
8,966
-1,579
-15% -$71.6K ﹤0.01% 2804
2024
Q2 		$453K Sell
10,545
-1,887
-15% -$79.2K ﹤0.01% 2670
2024
Q1 		$547K Buy
12,432
+6,686
+116% +$283K ﹤0.01% 2531
2023
Q4 		$225K Sell
5,746
-905
-14% -$30.3K ﹤0.01% 1973
2023
Q3 		$223K Sell
6,651
-3,552
-35% -$131K ﹤0.01% 1913
2023
Q2 		$414K Buy
10,203
+315
+3% +$12.5K ﹤0.01% 1556
2023
Q1 		$370K Sell
9,888
-510
-5% -$20K ﹤0.01% 1584
2022
Q4 		$426K Buy
10,398
+699
+7% +$28.4K ﹤0.01% 1460
2022
Q3 		$392K Sell
9,699
-1,653
-15% -$69.8K 0.01% 1113
2022
Q2 		$434K Buy
11,352
+2,202
+24% +$88.8K 0.01% 1192
2022
Q1 		$410K Sell
9,150
-300
-3% -$13.1K 0.01% 1294
2021
Q4 		$488K Sell
9,450
-330
-3% -$17.2K 0.01% 1195
2021
Q3 		$525K Hold
9,780
– – 0.01% 1116
2021
Q2 		$542K Buy
9,780
+507
+5% +$26.4K 0.01% 1082
2021
Q1 		$485K Buy
9,273
+1,785
+24% +$100K 0.01% 998
2020
Q4 		$400K Buy
+7,488
New +$372K 0.01% 1081

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
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cetera Investment Advisers's PTH Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 0.63% in Q1 2026, buying an estimated $1.9K and bringing the position to 6,252 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3964.

Cetera Investment Advisers first reported a position in PTH in Q4 2020 and has held it in 22 quarters since. The position peaked at $580K in Q1 2025. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

  • Cetera Investment Advisers held 6,252 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $306K as of Q1 2026.
  • Cetera Investment Advisers bought 39 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2026, an estimated $1.9K.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3964 holding.
  • Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $580K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.