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

Engrave 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
2020
Q3 		– Sell
-76,662
Closed -$3.12M – 333
2020
Q2 		$3.12M Buy
+76,662
New +$2.72M 2.78% 10

Other funds holding PTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Engrave Wealth Partners's PTH Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2020, closing a stake of 76,662 shares — an estimated $3.12M sold.

Engrave Wealth Partners first reported a position in PTH in Q2 2020 and held it in 1 quarter. The position peaked at $3.12M in Q2 2020. 76 funds tracked by Wall St. Rank hold PTH as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 76,662 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q3 2020, an estimated $3.12M.
  • Engrave Wealth Partners first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q2 2020 and held it in 1 quarter.
  • Engrave Wealth Partners's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $3.12M in Q2 2020.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.