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John Overdeck’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

John Overdeck’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
Q1 		– Sell
-18,500
Closed -$919K – 4856
2025
Q4 		$919K Buy
+18,500
New +$909K ﹤0.01% 2978

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
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

John Overdeck's PTH Position: Q1 2026 in Review

John Overdeck sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q1 2026, closing a stake of 18,500 shares — an estimated $919K sold.

John Overdeck first reported a position in PTH in Q4 2025 and held it in 1 quarter. The position peaked at $919K in Q4 2025. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

  • John Overdeck reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 18,500 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2026, an estimated $919K.
  • John Overdeck first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2025 and held it in 1 quarter.
  • John Overdeck's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $919K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.