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

SkyView 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
2023 Q3	–	Sell	-6,420	Closed	-$261K	–	723
2023 Q2	$261K	Hold	6,420	–	–	0.07%	338
2023 Q1	$240K	Hold	6,420	–	–	0.06%	334
2022 Q4	$263K	Hold	6,420	–	–	0.08%	294
2022 Q3	$259K	Hold	6,420	–	–	0.08%	326
2022 Q2	$246K	Hold	6,420	–	–	0.06%	365
2022 Q1	$254K	Hold	6,420	–	–	0.06%	383
2021 Q4	$332K	Hold	6,420	–	–	0.07%	307
2021 Q3	$345K	Hold	6,420	–	–	0.1%	241
2021 Q2	$336K	Hold	6,420	–	–	0.16%	137
2021 Q1	$336K	Hold	6,420	–	–	0.15%	145
2020 Q4	$343K	Buy	+6,420	New	+$319K	0.16%	132

Other funds holding PTH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

SkyView Investment Advisors's PTH Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2023, closing a stake of 6,420 shares — an estimated $261K sold.

SkyView Investment Advisors first reported a position in PTH in Q4 2020 and held it in 11 quarters. The position peaked at $345K in Q3 2021. 67 funds tracked by Wall St. Rank hold PTH as of Q3 2023.

SkyView Investment Advisors reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 6,420 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q3 2023, an estimated $261K.
SkyView Investment Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2020 and held it in 11 quarters.
SkyView Investment Advisors's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $345K in Q3 2021.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.