Financial Gravity Asset Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-750	Closed	-$31.2K	–	2189
2024 Q1	$31.2K	Buy	750 +375	+100%	+$15.9K	﹤0.01%	460
2023 Q4	$14.7K	Buy	+375	New	+$12.6K	﹤0.01%	730

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Financial Gravity Asset Management's PTH Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2024, closing a stake of 750 shares — an estimated $31.2K sold.

Financial Gravity Asset Management first reported a position in PTH in Q4 2023 and held it in 2 quarters. The position peaked at $31.2K in Q1 2024. 63 funds tracked by Wall St. Rank hold PTH as of Q2 2024.

Financial Gravity Asset Management reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 750 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2024, an estimated $31.2K.
Financial Gravity Asset Management first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2023 and held it in 2 quarters.
Financial Gravity Asset Management's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $31.2K in Q1 2024.
63 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.