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Independent Advisor Alliance’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-6,870
Closed -$219K – 739
2019
Q4 		$219K Buy
+6,870
New +$195K 0.01% 793

Other funds holding PTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's PTH Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q1 2020, closing a stake of 6,870 shares — an estimated $219K sold.

Independent Advisor Alliance first reported a position in PTH in Q4 2019 and held it in 1 quarter. The position peaked at $219K in Q4 2019. 59 funds tracked by Wall St. Rank hold PTH as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,870 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2020, an estimated $219K.
  • Independent Advisor Alliance first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $219K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.