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Jaffetilchin Investment Partners’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-19,598
Closed -$911K – 1065
2024
Q3 		$911K Buy
+19,598
New +$889K 0.07% 160
2024
Q1 		– Sell
-8,681
Closed -$340K – 385
2023
Q4 		$340K Buy
+8,681
New +$291K 0.03% 264

Other funds holding PTH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Jaffetilchin Investment Partners's PTH Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2024, closing a stake of 19,598 shares — an estimated $911K sold.

Jaffetilchin Investment Partners first reported a position in PTH in Q4 2023 and held it in 2 quarters. The position peaked at $911K in Q3 2024. 66 funds tracked by Wall St. Rank hold PTH as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 19,598 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2024, an estimated $911K.
  • Jaffetilchin Investment Partners first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2023 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $911K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.