WealthBridge Capital Management
PTH icon

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
Q3 		$3.09M Buy
50,787
+13,831
+37% +$838K 0.6% 36
2026
Q2 		$2.21M Buy
+36,956
New +$1.92M 0.44% 45

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Kingswood Wealth Advisors
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fortune Financial Group
Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

WealthBridge Capital Management's PTH Position: Q3 2026 in Review

WealthBridge Capital Management increased its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) stake by 37% in Q3 2026, buying an estimated $838K and bringing the position to 50,787 shares worth $3.09M. The position accounts for 0.6% of the portfolio, ranked #36.

WealthBridge Capital Management first reported a position in PTH in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold PTH as of Q3 2026.

  • WealthBridge Capital Management held 50,787 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $3.09M as of Q3 2026.
  • WealthBridge Capital Management bought 13,831 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q3 2026, an estimated $838K.
  • Invesco Dorsey Wright Healthcare Momentum ETF made up 0.6% of WealthBridge Capital Management's portfolio in Q3 2026, its #36 holding.
  • WealthBridge Capital Management first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.