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Farther Finance Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Farther Finance 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
Q2 		$1.47M Sell
24,668
-136
-0.5% -$7.05K 0.01% 881
2026
Q1 		$1.22M Buy
24,804
+173
+0.7% +$8.43K 0.01% 862
2025
Q4 		$1.22M Sell
24,631
-95
-0.4% -$4.67K 0.01% 791
2025
Q3 		$1.09M Buy
24,726
+273
+1% +$10.7K 0.02% 683
2025
Q2 		$951K Buy
24,453
+825
+3% +$31.1K 0.02% 613
2025
Q1 		$901K Buy
+23,628
New +$977K 0.02% 550

Other funds holding PTH

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

Farther Finance Advisors's PTH Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 0.55% in Q2 2026, selling an estimated $7.05K and leaving 24,668 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #881.

Farther Finance Advisors first reported a position in PTH in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

  • Farther Finance Advisors held 24,668 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $1.47M as of Q2 2026.
  • Farther Finance Advisors sold 136 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2026, an estimated $7.05K.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #881 holding.
  • Farther Finance Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.