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Verus Capital Partners’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Verus Capital Partners’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
Q1 		$5K Hold
165
– – ﹤0.01% 1194
2019
Q4 		$5K Buy
+165
New +$4.69K ﹤0.01% 1307

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Verus Capital Partners's PTH Position: Q1 2020 in Review

Verus Capital Partners held its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) position steady in Q1 2020 at 165 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Verus Capital Partners first reported a position in PTH in Q4 2019 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold PTH as of Q1 2020.

  • Verus Capital Partners held 165 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $5K as of Q1 2020.
  • Verus Capital Partners left its Invesco Dorsey Wright Healthcare Momentum ETF share count unchanged in Q1 2020.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1194 holding.
  • Verus Capital Partners first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q4 2019 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.