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Summit X LLC’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Summit X LLC’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
2020
Q4 		– Sell
-390
Closed -$408 – 382
2020
Q3 		$408 Buy
+390
New +$17.2K 0.01% 334

Other funds holding PTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Summit X LLC's PTH Position: Q4 2020 in Review

Summit X LLC sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2020, closing a stake of 390 shares — an estimated $408 sold.

Summit X LLC first reported a position in PTH in Q3 2020 and held it in 1 quarter. The position peaked at $408 in Q3 2020. 104 funds tracked by Wall St. Rank hold PTH as of Q4 2020.

  • Summit X LLC reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 390 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2020, an estimated $408.
  • Summit X LLC first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2020 and held it in 1 quarter.
  • Summit X LLC's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $408 in Q3 2020.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.