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Realta Investment Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Realta Investment 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
Q2 		$46K Buy
+770
New +$39.9K 0.01% 273
2024
Q4 		– Sell
-400
Closed -$18.5K – 398
2024
Q3 		$18.5K Buy
400
+25
+7% +$1.13K 0.01% 278
2024
Q2 		$16.1K Hold
375
– – ﹤0.01% 641
2024
Q1 		$16.5K Buy
+375
New +$15.9K ﹤0.01% 658
2023
Q4 		– Sell
-125
Closed -$15.2K – 702
2023
Q3 		$15.2K Sell
125
-250
-67% -$9.25K ﹤0.01% 641
2023
Q2 		$15.2K Buy
+375
New +$14.9K ﹤0.01% 687
2023
Q1 		– Sell
-396
Closed -$16.2K – 720
2022
Q4 		$16.2K Buy
396
+12
+3% +$487 ﹤0.01% 671
2022
Q3 		$16K Buy
+384
New +$16.2K ﹤0.01% 646
2020
Q1 		– Sell
-330
Closed -$10K – 1124
2019
Q4 		$10K Hold
330
– – ﹤0.01% 1139
2019
Q3 		$9K Hold
330
– – ﹤0.01% 1150
2019
Q2 		$10K Hold
330
– – ﹤0.01% 1148
2019
Q1 		$9K Buy
+330
New +$8.67K ﹤0.01% 937

Other funds holding PTH

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Realta Investment Advisors's PTH Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2026: 770 shares worth $46K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in PTH as recently as Q3 2024.

Realta Investment Advisors first reported a position in PTH in Q1 2019 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

  • Realta Investment Advisors held 770 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $46K as of Q2 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF was a new Realta Investment Advisors position in Q2 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #273 holding.
  • Realta Investment Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2019 and has held it in 12 quarters since.
  • 7 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.