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Householder Group Estate & Retirement Specialist’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$0 Hold
5
– – ﹤0.01% 1017
2024
Q3 		$0 Buy
+5
New +$227 ﹤0.01% 1289

Other funds holding PTH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PTH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) position steady in Q4 2024 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Householder Group Estate & Retirement Specialist first reported a position in PTH in Q3 2024 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold PTH as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 5 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Invesco Dorsey Wright Healthcare Momentum ETF share count unchanged in Q4 2024.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1017 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2024 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.