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Sound Income Strategies’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Sound Income Strategies’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 		– Sell
-1,004
Closed -$49.5K – 1908
2026
Q1 		$49.5K Hold
1,004
– – ﹤0.01% 820
2025
Q4 		$49.3K Buy
+1,004
New +$49.4K ﹤0.01% 799

Other funds holding PTH

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
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
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Sound Income Strategies's PTH Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2026, closing a stake of 1,004 shares — an estimated $49.5K sold.

Sound Income Strategies first reported a position in PTH in Q4 2025 and held it in 2 quarters. The position peaked at $49.5K in Q1 2026. 11 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,004 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q2 2026, an estimated $49.5K.
  • Sound Income Strategies first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $49.5K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.