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IHT Wealth Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

IHT Wealth Management’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 		$2.29M Sell
38,371
-19,516
-34% -$1.01M 0.05% 356
2026
Q1 		$2.84M Sell
57,887
-28,005
-33% -$1.36M 0.07% 296
2025
Q4 		$4.27M Buy
85,892
+6
+0% +$295 0.1% 199
2025
Q3 		$3.79M Buy
85,886
+6,860
+9% +$269K 0.1% 208
2025
Q2 		$3.07M Sell
79,026
-11,191
-12% -$422K 0.08% 232
2025
Q1 		$3.56M Buy
90,217
+18,379
+26% +$760K 0.11% 184
2024
Q4 		$2.88M Sell
71,838
-21,581
-23% -$962K 0.09% 205
2024
Q3 		$4.33M Buy
93,419
+35,650
+62% +$1.62M 0.12% 169
2024
Q2 		$2.48M Buy
57,769
+15,973
+38% +$671K 0.09% 220
2024
Q1 		$1.84M Buy
41,796
+1,173
+3% +$49.6K 0.07% 270
2023
Q4 		$1.59M Sell
40,623
-3,572
-8% -$120K 0.07% 270
2023
Q3 		$1.48M Sell
44,195
-5,215
-11% -$193K 0.08% 254
2023
Q2 		$2.01M Sell
49,410
-75
-0.2% -$2.99K 0.1% 188
2023
Q1 		$1.85M Buy
49,485
+4,155
+9% +$163K 0.11% 192
2022
Q4 		$1.86M Sell
45,330
-3,591
-7% -$146K 0.12% 182
2022
Q3 		$1.98M Buy
48,921
+18,765
+62% +$792K 0.15% 152
2022
Q2 		$1.15M Buy
30,156
+1,248
+4% +$50.3K 0.1% 214
2022
Q1 		$1.3M Buy
28,908
+1,005
+4% +$44K 0.1% 209
2021
Q4 		$1.44M Sell
27,903
-450
-2% -$23.4K 0.11% 192
2021
Q3 		$1.52M Buy
28,353
+1,563
+6% +$87.5K 0.12% 159
2021
Q2 		$1.49M Buy
26,790
+1,443
+6% +$75.1K 0.09% 227
2021
Q1 		$1.33M Sell
25,347
-6,594
-21% -$370K 0.1% 218
2020
Q4 		$1.7M Buy
31,941
+2,358
+8% +$117K 0.14% 158
2020
Q3 		$1.34M Buy
29,583
+882
+3% +$38.9K 0.13% 161
2020
Q2 		$1.17M Buy
28,701
+6,708
+31% +$238K 0.16% 142
2020
Q1 		$625K Sell
21,993
-402
-2% -$12.2K 0.09% 241
2019
Q4 		$714K Sell
22,395
-588
-3% -$16.7K 0.08% 266
2019
Q3 		$599K Sell
22,983
-1,578
-6% -$45.2K 0.08% 286
2019
Q2 		$722K Sell
24,561
-375
-2% -$10.1K 0.1% 223
2019
Q1 		$662K Buy
+24,936
New +$655K 0.11% 216

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IHT Wealth Management's PTH Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 34% in Q2 2026, selling an estimated $1.01M and leaving 38,371 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #356.

IHT Wealth Management first reported a position in PTH in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.33M in Q3 2024. 67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

  • IHT Wealth Management held 38,371 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $2.29M as of Q2 2026.
  • IHT Wealth Management sold 19,516 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2026, an estimated $1.01M.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #356 holding.
  • IHT Wealth Management first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2019 and has held it in 30 quarters since.
  • IHT Wealth Management's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $4.33M in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.