Sowell Financial Services’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Sowell Financial Services’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	-1,062	Closed	-$52K	–	2169
2021 Q1	$52K	Sell	1,062 -444	-29%	-$24.9K	﹤0.01%	1644
2020 Q4	$80K	Hold	1,506	–	–	﹤0.01%	1237
2020 Q3	$68K	Hold	1,506	–	–	﹤0.01%	1109
2020 Q2	$61K	Buy	1,506 +906	+151%	+$32.1K	﹤0.01%	1114
2020 Q1	$17K	Hold	600	–	–	﹤0.01%	1443
2019 Q4	$19K	Hold	600	–	–	﹤0.01%	1459
2019 Q3	$16K	Buy	+600	New	+$17.2K	﹤0.01%	1369

Other funds holding PTH

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return