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

FourThought Financial’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
2022 Q2	–	Sell	-60	Closed	-$3K	–	1535
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	1305
2021 Q4	$3K	Hold	60	–	–	﹤0.01%	1331
2021 Q3	$3K	Hold	60	–	–	﹤0.01%	1319
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	1324
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	1266
2020 Q4	$3K	Buy	+60	New	+$2.98K	﹤0.01%	1240

Other funds holding PTH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FourThought Financial's PTH Position: Q2 2022 in Review

FourThought Financial sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2022, closing a stake of 60 shares — an estimated $3K sold.

FourThought Financial first reported a position in PTH in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 83 funds tracked by Wall St. Rank hold PTH as of Q2 2022.

FourThought Financial reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q2 2022 after selling out during the quarter.
FourThought Financial sold 60 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2022, an estimated $3K.
FourThought Financial first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2020 and held it in 6 quarters.
FourThought Financial's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $3K in Q1 2022.
83 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2022.

Based on FourThought Financial's 13F filing for Q2 2022, filed 12 Aug 2022.