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WealthBridge Capital Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

WealthBridge Capital Management’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
Q2 		$2.21M Buy
+36,956
New +$1.92M 0.44% 45

Other funds holding PTH

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

WealthBridge Capital Management's PTH Position: Q2 2026 in Review

WealthBridge Capital Management opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2026: 36,956 shares worth $2.21M. The stake represents 0.44% of the portfolio and ranks #45 among its holdings.

11 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

  • WealthBridge Capital Management held 36,956 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $2.21M as of Q2 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF was a new WealthBridge Capital Management position in Q2 2026.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.44% of WealthBridge Capital Management's portfolio in Q2 2026, its #45 holding.
  • 11 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.