Destiny Wealth Partners’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Destiny Wealth 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
2022 Q4	–	Sell	-2,307	Closed	-$93K	–	705
2022 Q3	$93K	Hold	2,307	–	–	0.02%	229
2022 Q2	$88K	Sell	2,307 -4,287	-65%	-$173K	0.02%	243
2022 Q1	$296K	Hold	6,594	–	–	0.06%	135
2021 Q4	$341K	Hold	6,594	–	–	0.07%	131
2021 Q3	$354K	Hold	6,594	–	–	0.07%	125
2021 Q2	$366K	Hold	6,594	–	–	0.07%	141
2021 Q1	$345K	Sell	6,594 -924	-12%	-$51.8K	0.07%	124
2020 Q4	$401K	Buy	+7,518	New	+$374K	0.08%	119

Other funds holding PTH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 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

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

Destiny Wealth Partners's PTH Position: Q4 2022 in Review

Destiny Wealth Partners sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2022, closing a stake of 2,307 shares — an estimated $93K sold.

Destiny Wealth Partners first reported a position in PTH in Q4 2020 and held it in 8 quarters. The position peaked at $401K in Q4 2020. 76 funds tracked by Wall St. Rank hold PTH as of Q4 2022.

Destiny Wealth Partners reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2022 after selling out during the quarter.
Destiny Wealth Partners sold 2,307 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2022, an estimated $93K.
Destiny Wealth Partners first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $401K in Q4 2020.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.