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International Assets Investment Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

International Assets Investment 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 		$13.5K Hold
225
– – ﹤0.01% 1730
2026
Q1 		$11.1K Hold
225
– – ﹤0.01% 1657
2025
Q4 		$11.2K Buy
+225
New +$11.1K ﹤0.01% 1627
2024
Q3 		– Sell
-225
Closed -$9.67K – 2437
2024
Q2 		$9.67K Buy
+225
New +$9.45K ﹤0.01% 1675

Other funds holding PTH

SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFG
Fortune Financial Group Naples, Florida $128M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

International Assets Investment Management's PTH Position: Q2 2026 in Review

International Assets Investment Management held its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) position steady in Q2 2026 at 225 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

International Assets Investment Management first reported a position in PTH in Q2 2024 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

  • International Assets Investment Management held 225 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $13.5K as of Q2 2026.
  • International Assets Investment Management left its Invesco Dorsey Wright Healthcare Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1730 holding.
  • International Assets Investment Management first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q2 2024 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.