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

IBEX Wealth 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
2019
Q3 		– Sell
-66
Closed -$1K – 318
2019
Q2 		$1K Buy
+66
New +$1.77K ﹤0.01% 414

Other funds holding PTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

IBEX Wealth Advisors's PTH Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2019, closing a stake of 66 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in PTH in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 49 funds tracked by Wall St. Rank hold PTH as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 66 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q3 2019, an estimated $1K.
  • IBEX Wealth Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $1K in Q2 2019.
  • 49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.