Creative Financial Designs’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Creative Financial Designs’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	$3.67K	Hold	75	–	–	﹤0.01%	1659
2025 Q4	$3.73K	Hold	75	–	–	﹤0.01%	1580
2025 Q3	$3.31K	Hold	75	–	–	﹤0.01%	1620
2025 Q2	$2.92K	Hold	75	–	–	﹤0.01%	1623
2025 Q1	$2.96K	Hold	75	–	–	﹤0.01%	1601
2024 Q4	$3K	Hold	75	–	–	﹤0.01%	1528
2024 Q3	$3.48K	Hold	75	–	–	﹤0.01%	1450
2024 Q2	$3.22K	Hold	75	–	–	﹤0.01%	1410
2024 Q1	$3.3K	Hold	75	–	–	﹤0.01%	1408
2023 Q4	$2.94K	Hold	75	–	–	﹤0.01%	1361
2023 Q3	$2.52K	Hold	75	–	–	﹤0.01%	1305
2023 Q2	$3.04K	Buy	+75	New	+$2.99K	﹤0.01%	1256
2017 Q2	–	Sell	-390	Closed	-$7K	–	819
2017 Q1	$7K	Hold	390	–	–	0.01%	445
2016 Q4	$6K	Buy	+390	New	+$6.34K	﹤0.01%	456

Other funds holding PTH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Creative Financial Designs's PTH Position: Q1 2026 in Review

Creative Financial Designs held its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) position steady in Q1 2026 at 75 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Creative Financial Designs first reported a position in PTH in Q4 2016 and has held it in 14 quarters since. The position peaked at $7K in Q1 2017. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

Creative Financial Designs held 75 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $3.67K as of Q1 2026.
Creative Financial Designs left its Invesco Dorsey Wright Healthcare Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1659 holding.
Creative Financial Designs first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2016 and has held it in 14 quarters since.
Creative Financial Designs's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $7K in Q1 2017.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.