Fortune Financial Group
PTH icon

Fortune Financial Group’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Fortune Financial Group’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
Q3 		$457K Buy
7,528
+881
+13% +$53.4K 0.41% 51
2026
Q2 		$397K Sell
6,647
-788
-11% -$40.9K 0.31% 67
2026
Q1 		$364K Buy
7,435
+442
+6% +$21.5K 0.33% 57
2025
Q4 		$365K Buy
+6,993
New +$344K 0.36% 63

Other funds holding PTH

Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Fortune Financial Group's PTH Position: Q3 2026 in Review

Fortune Financial Group increased its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 13% in Q3 2026, buying an estimated $53.4K and bringing the position to 7,528 shares worth $457K. The position accounts for 0.41% of the portfolio, ranked #51.

Fortune Financial Group first reported a position in PTH in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold PTH as of Q3 2026.

  • Fortune Financial Group held 7,528 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $457K as of Q3 2026.
  • Fortune Financial Group bought 881 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q3 2026, an estimated $53.4K.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.41% of Fortune Financial Group's portfolio in Q3 2026, its #51 holding.
  • Fortune Financial Group first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2026.

Based on Fortune Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.