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Invesco Dorsey Wright Health (PTH)

CUSIP: 46137V852 | NYSE | 280 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Kingswood Wealth Advisors, LLC123,051
0.3% of portfolio›$7.5M
Cambridge Investment Research Advisors, Inc.81,077
0.0% of portfolio›$4.9M
SFI Advisors, LLC56,205
2.8% of portfolio›$3.4M
WealthBridge Capital Management, LLC50,787
0.6% of portfolio›$3.1M
Nilsine Partners, LLC24,657
0.1% of portfolio›$1.5M
Farther Finance Advisors, LLC24,428
0.0% of portfolio›$1.5M
Outlook Wealth Advisors, LLC23,086
0.3% of portfolio›$1.4M
Commonwealth Equity Services, LLC16,527
0.0% of portfolio›$1.0M
Prospera Financial Services Inc14,513
0.0% of portfolio›$867.6K
Hennion & Walsh Asset Management, Inc.14,455
0.0% of portfolio›$878.3K
Independent Financial Group, LLC8,221
0.0% of portfolio›$499.5K
PFG Advisors8,162
0.0% of portfolio›$495.9K
Wealth Enhancement Advisory Services, LLC8,030
0.0% of portfolio›$460.6K
Fortune Financial Group, Inc.7,528
0.4% of portfolio›$457.4K
Davenport & Co LLC5,874
0.0% of portfolio›$356.9K
MinichMacGregor Wealth Management, LLC5,108
0.1% of portfolio›$310.4K
Sound Income Strategies, LLC4,304
0.0% of portfolio›$246.9K
Avaii Wealth Management, LLC3,545
0.1% of portfolio›$213.4K
Kestra Advisory Services, LLC3,467
0.0% of portfolio›$210.7K
Harbor Investment Advisory, LLC1,691
0.0% of portfolio›$102.7K
Fifth Third Bancorp1,492
0.0% of portfolio›$90.7K
Parallel Advisors, LLC750
0.0% of portfolio›$45.6K
Armor Investment Advisors, LLC330
0.0% of portfolio›$20.1K
Capital Investment Advisory Services, LLC300
0.0% of portfolio›$18.2K
Assetmark, Inc299
0.0% of portfolio›$18.2K
Westside Investment Management, Inc.150
0.0% of portfolio›$9.1K
Key FInancial Inc120
0.0% of portfolio›$7.3K
Quaker Wealth Management, LLC114
0.0% of portfolio›$6.9K
Creative Financial Designs Inc75
0.0% of portfolio›$4.6K
StyleTurnoverLocationFiled
Kingswood Wealth Advisors, LLC
123,051$7.5M0.3%GrowthLowSan Diego, CA2026-10-23
Cambridge Investment Research Advisors, Inc.
81,077$4.9M0.0%ETFLowFairfield, IA2026-11-02
SFI Advisors, LLC
56,205$3.4M2.8%ETFLowMontclair, NJ2026-10-30
WealthBridge Capital Management, LLC
50,787$3.1M0.6%ETFLowWesterville, OH2026-10-16
Nilsine Partners, LLC
24,657$1.5M0.1%CoreMediumGreenwood Village, CO2026-11-02
Farther Finance Advisors, LLC
24,428$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Outlook Wealth Advisors, LLC
23,086$1.4M0.3%ETFMediumShenandoah, TX2026-10-28
Commonwealth Equity Services, LLC
16,527$1.0M0.0%ETFLowWaltham, MA2026-11-02
Prospera Financial Services Inc
14,513$867.6K0.0%CoreMediumDallas, TX2026-11-04
Hennion & Walsh Asset Management, Inc.
14,455$878.3K0.0%ValueMediumParsippany, NJ2026-10-13
Independent Financial Group, LLC
8,221$499.5K0.0%GrowthLowSan Diego, CA2026-10-13
PFG Advisors
8,162$495.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Wealth Enhancement Advisory Services, LLC
8,030$460.6K0.0%CoreLowPlymouth, MN2026-10-13
Fortune Financial Group, Inc.
7,528$457.4K0.4%ETFHighNaples, FL2026-10-22
Davenport & Co LLC
5,874$356.9K0.0%CoreMediumRichmond, VA2026-10-14
MinichMacGregor Wealth Management, LLC
5,108$310.4K0.1%ETFHighSaratoga Springs, NY2026-10-14
Sound Income Strategies, LLC
4,304$246.9K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Avaii Wealth Management, LLC
3,545$213.4K0.1%ETFMediumAppleton, WI2026-10-09
Kestra Advisory Services, LLC
3,467$210.7K0.0%CoreLowAustin, TX2026-11-02
Harbor Investment Advisory, LLC
1,691$102.7K0.0%GrowthLowLutherville, MD2026-10-13
Fifth Third Bancorp
1,492$90.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Parallel Advisors, LLC
750$45.6K0.0%IndexLowSan Francisco, CA2026-11-03
Armor Investment Advisors, LLC
330$20.1K0.0%ETFLowRaleigh, NC2026-10-27
Capital Investment Advisory Services, LLC
300$18.2K0.0%CoreMediumRaleigh, NC2026-10-30
Assetmark, Inc
299$18.2K0.0%ETFLowConcord, CA2026-10-21
Westside Investment Management, Inc.
150$9.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Key FInancial Inc
120$7.3K0.0%ETFLowWest Chester, PA2026-11-02
Quaker Wealth Management, LLC
114$6.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Creative Financial Designs Inc
75$4.6K0.0%ETFMediumKokomo, IN2026-11-04