IFWM
PTH icon

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

Institute for 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
2020
Q1 		– Sell
-135
Closed -$4K – 609
2019
Q4 		$4K Buy
+135
New +$3.84K ﹤0.01% 650

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

Institute for Wealth Management's PTH Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q1 2020, closing a stake of 135 shares — an estimated $4K sold.

Institute for Wealth Management first reported a position in PTH in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 59 funds tracked by Wall St. Rank hold PTH as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 135 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2020, an estimated $4K.
  • Institute for Wealth Management first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $4K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.