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Kingswood Wealth Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Kingswood Wealth Advisors’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
-10,138
Closed -$471K – 881
2024
Q3 		$471K Buy
+10,138
New +$460K 0.03% 465

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

Kingswood Wealth Advisors's PTH Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2024, closing a stake of 10,138 shares — an estimated $471K sold.

Kingswood Wealth Advisors first reported a position in PTH in Q3 2024 and held it in 1 quarter. The position peaked at $471K in Q3 2024. 66 funds tracked by Wall St. Rank hold PTH as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,138 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2024, an estimated $471K.
  • Kingswood Wealth Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $471K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.