Steward Financial Group’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Steward Financial Group’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	$0	Buy	+12	New	+$444	﹤0.01%	1513

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

Steward Financial Group's PTH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2023: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings.

67 funds tracked by Wall St. Rank hold PTH as of Q3 2023.

Steward Financial Group held 12 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $0 as of Q3 2023.
Invesco Dorsey Wright Healthcare Momentum ETF was a new Steward Financial Group position in Q3 2023.
Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1513 holding.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.