Westside Investment Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Westside Investment 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	$8.96K	Hold	150	–	–	﹤0.01%	1148
2026 Q1	$7.35K	Hold	150	–	–	﹤0.01%	1176
2025 Q4	$7.46K	Hold	150	–	–	﹤0.01%	1160
2025 Q3	$6.61K	Hold	150	–	–	﹤0.01%	1227
2025 Q2	$5.83K	Hold	150	–	–	﹤0.01%	1130
2025 Q1	$5.92K	Sell	150 -255	-63%	-$10.5K	﹤0.01%	757
2024 Q4	$16.2K	Sell	405 -150	-27%	-$6.69K	﹤0.01%	604
2024 Q3	$25.8K	Hold	555	–	–	0.01%	522
2024 Q2	$23.8K	Hold	555	–	–	0.01%	514
2024 Q1	$24.4K	Hold	555	–	–	0.01%	493
2023 Q4	$21.7K	Hold	555	–	–	0.01%	483
2023 Q3	$18.6K	Buy	555 +255	+85%	+$9.44K	0.01%	495
2023 Q2	$12.2K	Hold	300	–	–	﹤0.01%	554
2023 Q1	$11.2K	Hold	300	–	–	﹤0.01%	565
2022 Q4	$12	Hold	300	–	–	﹤0.01%	587
2022 Q3	$12	Hold	300	–	–	﹤0.01%	580
2022 Q2	$11	Hold	300	–	–	﹤0.01%	593
2022 Q1	$13	Hold	300	–	–	﹤0.01%	583
2021 Q4	$15	Hold	300	–	–	﹤0.01%	542
2021 Q3	$16	Hold	300	–	–	﹤0.01%	519
2021 Q2	$16	Hold	300	–	–	﹤0.01%	516
2021 Q1	$15	Hold	300	–	–	﹤0.01%	504
2020 Q4	$16	Hold	300	–	–	﹤0.01%	454
2020 Q3	$13	Hold	300	–	–	﹤0.01%	475
2020 Q2	$12	Hold	300	–	–	﹤0.01%	465
2020 Q1	$8	Buy	+300	New	+$9.12K	﹤0.01%	496
2019 Q2	$8K	Buy	+300	New	+$8.05K	﹤0.01%	501
2018 Q4	$7.12K	Buy	+300	New	+$8.07K	﹤0.01%	525
2018 Q3	–	Sell	-300	Closed	-$8.87K	–	803
2018 Q2	$8.87K	Hold	300	–	–	﹤0.01%	591
2018 Q1	$7.26K	Hold	300	–	–	﹤0.01%	606
2017 Q4	$7.29K	Hold	300	–	–	﹤0.01%	629
2017 Q3	$6.85K	Hold	300	–	–	﹤0.01%	626
2017 Q2	$6.17K	Hold	300	–	–	﹤0.01%	627
2017 Q1	$5.21K	Buy	+300	New	+$5.19K	﹤0.01%	621

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

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

IWM

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

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

BFF

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

Westside Investment Management's PTH Position: Q2 2026 in Review

Westside Investment Management held its Invesco Dorsey Wright Healthcare Momentum ETF (PTH) position steady in Q2 2026 at 150 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Westside Investment Management first reported a position in PTH in Q1 2017 and has held it in 34 quarters since. The position peaked at $25.8K in Q3 2024. 67 funds tracked by Wall St. Rank hold PTH as of Q2 2026.

Westside Investment Management held 150 shares of Invesco Dorsey Wright Healthcare Momentum ETF worth $8.96K as of Q2 2026.
Westside Investment Management left its Invesco Dorsey Wright Healthcare Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Healthcare Momentum ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1148 holding.
Westside Investment Management first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2017 and has held it in 34 quarters since.
Westside Investment Management's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $25.8K in Q3 2024.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.