Coppell Advisory Solutions’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Coppell Advisory 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 Q1	–	Sell	-24	Closed	-$961	–	1475
2024 Q4	$961	Hold	24	–	–	﹤0.01%	1675
2024 Q3	$1.1K	Hold	24	–	–	﹤0.01%	1563
2024 Q2	$1.03K	Buy	+24	New	+$1.01K	﹤0.01%	1498

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

IWM

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FFA

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

Coppell Advisory Solutions's PTH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q1 2025, closing a stake of 24 shares — an estimated $961 sold.

Coppell Advisory Solutions first reported a position in PTH in Q2 2024 and held it in 3 quarters. The position peaked at $1.1K in Q3 2024. 60 funds tracked by Wall St. Rank hold PTH as of Q1 2025.

Coppell Advisory Solutions reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 24 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2025, an estimated $961.
Coppell Advisory Solutions first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q2 2024 and held it in 3 quarters.
Coppell Advisory Solutions's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $1.1K in Q3 2024.
60 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.