HighTower Advisors
PTH icon

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

HighTower 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 		$201K Buy
+3,371
New +$175K ﹤0.01% 3538
2021
Q1 		– Sell
-265,824
Closed -$14.2M – 3220
2020
Q4 		$14.2M Buy
265,824
+10,254
+4% +$510K 0.06% 293
2020
Q3 		$11.6M Sell
255,570
-2,007
-0.8% -$88.5K 0.06% 308
2020
Q2 		$10.5M Sell
257,577
-1,659
-0.6% -$58.8K 0.06% 307
2020
Q1 		$7.38M Buy
+259,236
New +$7.88M 0.05% 345
2019
Q2 		– Sell
-239,967
Closed -$6.37M – 2483
2019
Q1 		$6.37M Buy
239,967
+3,876
+2% +$102K 0.04% 433
2018
Q4 		$5.6M Buy
236,091
+2,094
+0.9% +$56.4K 0.04% 428
2018
Q3 		$7.71M Buy
233,997
+6,612
+3% +$205K 0.06% 367
2018
Q2 		$6.64M Buy
227,385
+7,674
+3% +$214K 0.05% 399
2018
Q1 		$5.58M Sell
219,711
-213
-0.1% -$5.51K 0.05% 431
2017
Q4 		$5.28M Buy
219,924
+6,504
+3% +$150K 0.04% 447
2017
Q3 		$4.82M Buy
+213,420
New +$4.5M 0.04% 477
2015
Q4 		– Sell
-195,558
Closed -$3.53M – 2120
2015
Q3 		$3.53M Buy
195,558
+9,936
+5% +$206K 0.05% 415
2015
Q2 		$4.06M Sell
185,622
-1,221
-0.7% -$25.2K 0.07% 318
2015
Q1 		$3.77M Sell
186,843
-480
-0.3% -$9.23K 0.06% 380
2014
Q4 		$3.39M Buy
187,323
+162,120
+643% +$2.81M 0.05% 398
2014
Q3 		$418K Sell
25,203
-1,905
-7% -$31K 0.01% 1076
2014
Q2 		$443K Sell
27,108
-151,104
-85% -$2.33M 0.01% 1089
2014
Q1 		$2.85M Buy
+178,212
New +$2.93M 0.06% 399

Other funds holding PTH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

HighTower Advisors's PTH Position: Q2 2026 in Review

HighTower Advisors opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2026: 3,371 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #3538 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in PTH as recently as Q4 2020.

HighTower Advisors first reported a position in PTH in Q1 2014 and has held it in 19 quarters since. The position peaked at $14.2M in Q4 2020. 67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

  • HighTower Advisors held 3,371 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $201K as of Q2 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF was a new HighTower Advisors position in Q2 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3538 holding.
  • HighTower Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2014 and has held it in 19 quarters since.
  • HighTower Advisors's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $14.2M in Q4 2020.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.