DHJJ Financial Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

DHJJ Financial Advisors’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	–	Sell	-94	Closed	-$4.67K	–	1089
2025 Q4	$4.67K	Hold	94	–	–	﹤0.01%	638
2025 Q3	$4.14K	Hold	94	–	–	﹤0.01%	634
2025 Q2	$3.65K	Hold	94	–	–	﹤0.01%	636
2025 Q1	$3.71K	Buy	+94	New	+$3.89K	﹤0.01%	593

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

DHJJ Financial Advisors's PTH Position: Q1 2026 in Review

DHJJ Financial Advisors sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q1 2026, closing a stake of 94 shares — an estimated $4.67K sold.

DHJJ Financial Advisors first reported a position in PTH in Q1 2025 and held it in 4 quarters. The position peaked at $4.67K in Q4 2025. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

DHJJ Financial Advisors reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q1 2026 after selling out during the quarter.
DHJJ Financial Advisors sold 94 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2026, an estimated $4.67K.
DHJJ Financial Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2025 and held it in 4 quarters.
DHJJ Financial Advisors's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $4.67K in Q4 2025.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.