Wealth Enhancement Advisory Services’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Wealth Enhancement Advisory 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
2026 Q3	$461K	Buy	+8,030	New	+$487K	﹤0.01%	2904
2026 Q1	–	Sell	-7,920	Closed	-$391K	–	3814
2025 Q4	$391K	Buy	7,920 +1,500	+23%	+$73.7K	﹤0.01%	2676
2025 Q3	$288K	Hold	6,420	–	–	﹤0.01%	2835
2025 Q2	$245K	Sell	6,420 -6,420	-50%	-$242K	﹤0.01%	2817
2025 Q1	$507K	Buy	12,840 +6,420	+100%	+$266K	﹤0.01%	2064
2024 Q4	$257K	Hold	6,420	–	–	﹤0.01%	2508
2024 Q3	$298K	Hold	6,420	–	–	﹤0.01%	2185
2024 Q2	$276K	Hold	6,420	–	–	﹤0.01%	2039
2024 Q1	$282K	Hold	6,420	–	–	﹤0.01%	1957
2023 Q4	$251K	Hold	6,420	–	–	﹤0.01%	1950
2023 Q3	$216K	Buy	+6,420	New	+$238K	﹤0.01%	1956

Other funds holding PTH

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's PTH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2026: 8,030 shares worth $461K. The stake represents ﹤0.01% of the portfolio and ranks #2904 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in PTH as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in PTH in Q3 2023 and has held it in 11 quarters since. The position peaked at $507K in Q1 2025. 15 funds tracked by Wall St. Rank hold PTH as of Q3 2026.

Wealth Enhancement Advisory Services held 8,030 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $461K as of Q3 2026.
Invesco Dorsey Wright Healthcare Momentum ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2904 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $507K in Q1 2025.
15 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.