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

IFP 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
2024 Q2	–	Sell	-201	Closed	-$8.84K	–	3319
2024 Q1	$8.84K	Hold	201	–	–	﹤0.01%	2276
2023 Q4	$7.87K	Buy	+201	New	+$6.73K	﹤0.01%	2272
2018 Q4	–	Sell	-2,814	Closed	-$93K	–	3799
2018 Q3	$93K	Buy	2,814 +1,452	+107%	+$45K	﹤0.01%	1524
2018 Q2	$40K	Hold	1,362	–	–	﹤0.01%	2054
2018 Q1	$33K	Hold	1,362	–	–	﹤0.01%	2056
2017 Q4	$33K	Buy	1,362 +1,098	+416%	+$25.3K	﹤0.01%	2081
2017 Q3	$6K	Buy	+264	New	+$5.57K	﹤0.01%	3319
2017 Q1	–	Sell	-1,497	Closed	-$24K	–	4102
2016 Q4	$24K	Hold	1,497	–	–	﹤0.01%	2333
2016 Q3	$26K	Hold	1,497	–	–	﹤0.01%	2245
2016 Q2	$22K	Buy	+1,497	New	+$22.3K	﹤0.01%	2295

Other funds holding PTH

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

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

IFP Advisors's PTH Position: Q2 2024 in Review

IFP Advisors sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2024, closing a stake of 201 shares — an estimated $8.84K sold.

IFP Advisors first reported a position in PTH in Q2 2016 and held it in 10 quarters. The position peaked at $93K in Q3 2018. 63 funds tracked by Wall St. Rank hold PTH as of Q2 2024.

IFP Advisors reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q2 2024 after selling out during the quarter.
IFP Advisors sold 201 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2024, an estimated $8.84K.
IFP Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q2 2016 and held it in 10 quarters.
IFP Advisors's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $93K in Q3 2018.
63 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.