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 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealthcare Advisory Partners's PTH Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q2 2026: 3,636 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in PTH as recently as Q4 2025.

Wealthcare Advisory Partners first reported a position in PTH in Q1 2021 and has held it in 4 quarters since. The position peaked at $654K in Q4 2025. 3 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

Wealthcare Advisory Partners held 3,636 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $217K as of Q2 2026.
Invesco Dorsey Wright Healthcare Momentum ETF was a new Wealthcare Advisory Partners position in Q2 2026.
Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1015 holding.
Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2021 and has held it in 4 quarters since.
Wealthcare Advisory Partners's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $654K in Q4 2025.
3 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.