Prosperity Consulting Group’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Prosperity Consulting Group’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	$316K	Sell	5,287 -360	-6%	-$18.7K	0.01%	477
2026 Q1	$277K	Sell	5,647 -440	-7%	-$21.4K	0.01%	434
2025 Q4	$303K	Buy	6,087 +5	+0.1%	+$246	0.01%	422
2025 Q3	$268K	Sell	6,082 -940	-13%	-$36.9K	0.01%	437
2025 Q2	$273K	Sell	7,022 -371	-5%	-$14K	0.02%	387
2025 Q1	$292K	Hold	7,393	–	–	0.02%	374
2024 Q4	$296K	Buy	7,393 +1,384	+23%	+$61.7K	0.02%	382
2024 Q3	$279K	Buy	+6,009	New	+$273K	0.02%	388

Other funds holding PTH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Prosperity Consulting Group's PTH Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 6.4% in Q2 2026, selling an estimated $18.7K and leaving 5,287 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #477.

Prosperity Consulting Group first reported a position in PTH in Q3 2024 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

Prosperity Consulting Group held 5,287 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $316K as of Q2 2026.
Prosperity Consulting Group sold 360 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2026, an estimated $18.7K.
Invesco Dorsey Wright Healthcare Momentum ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #477 holding.
Prosperity Consulting Group first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2024 and has held it in 8 quarters since.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.