BFC Planning, Inc.’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

BFC Planning, Inc.’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	$2.65M	Buy	+43,547	New	+$2.64M	0.1%	195

Other funds holding PTH

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Transamerica Financial Advisors St. Petersburg, Florida $1.24B AUM 21.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

BFC Planning, Inc.'s PTH Position: Q3 2026 in Review

BFC Planning, Inc. opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2026: 43,547 shares worth $2.65M. The stake represents 0.1% of the portfolio and ranks #195 among its holdings.

77 funds tracked by Wall St. Rank hold PTH as of Q3 2026.

BFC Planning, Inc. held 43,547 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $2.65M as of Q3 2026.
Invesco Dorsey Wright Healthcare Momentum ETF was a new BFC Planning, Inc. position in Q3 2026.
Invesco Dorsey Wright Healthcare Momentum ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q3 2026, its #195 holding.
77 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.