Coston McIsaac & Partners’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Coston McIsaac & Partners’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	$23K	Buy	+401	New	+$20.8K	﹤0.01%	458

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

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Coston McIsaac & Partners's PTH Position: Q2 2026 in Review

Coston McIsaac & Partners opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2026: 401 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings.

67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

Coston McIsaac & Partners held 401 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $23K as of Q2 2026.
Invesco Dorsey Wright Healthcare Momentum ETF was a new Coston McIsaac & Partners position in Q2 2026.
Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #458 holding.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.