Outlook Wealth Advisors
PTH icon

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

Outlook 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
2026
Q3 		$1.4M Buy
+23,086
New +$1.4M 0.3% 78

Other funds holding PTH

Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
SFI Advisors
SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fortune Financial Group
Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Outlook Wealth Advisors's PTH Position: Q3 2026 in Review

Outlook Wealth Advisors opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2026: 23,086 shares worth $1.4M. The stake represents 0.3% of the portfolio and ranks #78 among its holdings.

19 funds tracked by Wall St. Rank hold PTH as of Q3 2026.

  • Outlook Wealth Advisors held 23,086 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $1.4M as of Q3 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF was a new Outlook Wealth Advisors position in Q3 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.3% of Outlook Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • 19 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.