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

DB Wealth Management Group’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
2021
Q2 		– Sell
-39
Closed -$2K – 376
2021
Q1 		$2K Buy
+39
New +$2.19K ﹤0.01% 345

Other funds holding PTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

DB Wealth Management Group's PTH Position: Q2 2021 in Review

DB Wealth Management Group sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2021, closing a stake of 39 shares — an estimated $2K sold.

DB Wealth Management Group first reported a position in PTH in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 103 funds tracked by Wall St. Rank hold PTH as of Q2 2021.

  • DB Wealth Management Group reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • DB Wealth Management Group sold 39 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2021, an estimated $2K.
  • DB Wealth Management Group first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2021 and held it in 1 quarter.
  • DB Wealth Management Group's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $2K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2021.

Based on DB Wealth Management Group's 13F filing for Q2 2021, filed 4 Aug 2021.