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RMR Wealth Builders’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-303
Closed -$16K – 564
2021
Q1 		$16K Buy
+303
New +$17K ﹤0.01% 545

Other funds holding PTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

RMR Wealth Builders's PTH Position: Q2 2021 in Review

RMR Wealth Builders sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2021, closing a stake of 303 shares — an estimated $16K sold.

RMR Wealth Builders first reported a position in PTH in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 103 funds tracked by Wall St. Rank hold PTH as of Q2 2021.

  • RMR Wealth Builders reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 303 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2021, an estimated $16K.
  • RMR Wealth Builders first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $16K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.