Wealthcare Advisory Partners’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Wealthcare Advisory 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
2026 Q3	–	Sell	-3,636	Closed	-$217K	–	1156
2026 Q2	$217K	Buy	+3,636	New	+$189K	﹤0.01%	1015
2026 Q1	–	Sell	-13,150	Closed	-$654K	–	1124
2025 Q4	$654K	Buy	+13,150	New	+$646K	0.01%	611
2024 Q2	–	Sell	-4,741	Closed	-$208K	–	859
2024 Q1	$208K	Buy	+4,741	New	+$200K	0.01%	763
2021 Q2	–	Sell	-165	Closed	-$9K	–	1528
2021 Q1	$9K	Buy	+165	New	+$9.26K	﹤0.01%	1493

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Wealthcare Advisory Partners's PTH Position: Q3 2026 in Review

Wealthcare Advisory Partners sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2026, closing a stake of 3,636 shares — an estimated $217K sold.

Wealthcare Advisory Partners first reported a position in PTH in Q1 2021 and held it in 4 quarters. The position peaked at $654K in Q4 2025. 15 funds tracked by Wall St. Rank hold PTH as of Q3 2026.

Wealthcare Advisory Partners reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q3 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,636 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q3 2026, an estimated $217K.
Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2021 and held it in 4 quarters.
Wealthcare Advisory Partners's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $654K in Q4 2025.
15 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.