Darwin Wealth Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Darwin Wealth Management’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	$18.3K	Hold	374	–	–	0.01%	316
2025 Q4	$18.6K	Buy	374 +11	+3%	+$541	0.01%	311
2025 Q3	$16K	Hold	363	–	–	0.01%	326
2025 Q2	$14.1K	Hold	363	–	–	﹤0.01%	316
2025 Q1	$14.5K	Hold	363	–	–	﹤0.01%	342
2024 Q4	$14.5K	Hold	363	–	–	﹤0.01%	342
2024 Q3	$16.9K	Buy	+363	New	+$16.5K	﹤0.01%	328
2020 Q2	–	Sell	-363	Closed	-$10K	–	611
2020 Q1	$10K	Buy	+363	New	+$11K	﹤0.01%	479

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

Darwin Wealth Management's PTH Position: Q1 2026 in Review

Darwin Wealth Management held its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) position steady in Q1 2026 at 374 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #316.

Darwin Wealth Management first reported a position in PTH in Q1 2020 and has held it in 8 quarters since. The position peaked at $18.6K in Q4 2025. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

Darwin Wealth Management held 374 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $18.3K as of Q1 2026.
Darwin Wealth Management 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 Darwin Wealth Management's portfolio in Q1 2026, its #316 holding.
Darwin Wealth Management first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2020 and has held it in 8 quarters since.
Darwin Wealth Management's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $18.6K in Q4 2025.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.