PCG
PTH icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Prosperity Consulting Group's PTH Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 7.2% in Q1 2026, selling an estimated $21.4K and leaving 5,647 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #434.

Prosperity Consulting Group first reported a position in PTH in Q3 2024 and has held it in 7 quarters since. The position peaked at $303K in Q4 2025. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

  • Prosperity Consulting Group held 5,647 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $277K as of Q1 2026.
  • Prosperity Consulting Group sold 440 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2026, an estimated $21.4K.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #434 holding.
  • Prosperity Consulting Group first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2024 and has held it in 7 quarters since.
  • Prosperity Consulting Group's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $303K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.