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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wealth Enhancement Advisory Services's PTH Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q1 2026, closing a stake of 7,920 shares — an estimated $391K sold.

Wealth Enhancement Advisory Services first reported a position in PTH in Q3 2023 and held it in 10 quarters. The position peaked at $507K in Q1 2025. 62 funds tracked by Wall St. Rank hold PTH as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 7,920 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2026, an estimated $391K.
Wealth Enhancement Advisory Services first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2023 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $507K in Q1 2025.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.