Selective Wealth Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-600	Closed	-$24K	–	578
2022 Q3	$24K	Hold	600	–	–	0.01%	400
2022 Q2	$23K	Hold	600	–	–	0.01%	445
2022 Q1	$27K	Hold	600	–	–	0.01%	406
2021 Q4	$31K	Hold	600	–	–	0.01%	344
2021 Q3	$32K	Hold	600	–	–	0.02%	318
2021 Q2	$33K	Buy	+600	New	+$31.2K	0.03%	231

Other funds holding PTH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

Selective Wealth Management's PTH Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2022, closing a stake of 600 shares — an estimated $24K sold.

Selective Wealth Management first reported a position in PTH in Q2 2021 and held it in 6 quarters. The position peaked at $33K in Q2 2021. 76 funds tracked by Wall St. Rank hold PTH as of Q4 2022.

Selective Wealth Management reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 600 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2022, an estimated $24K.
Selective Wealth Management first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $33K in Q2 2021.
76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.