AE Wealth Management LLC
Position in PTH — Invesco Dorsey Wright Healthcare Momentum ETF
CIK 1697723
TOPEKA, KS
All Filings in PTH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 PTH | $6,858 | 138 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 PTH | $6,435 | 146 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 PTH | $5,948 | 153 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 PTH | $6,313 | 160 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 PTH | $6,406 | 160 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 PTH | $320,791 | 8,196 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PTH | $277,337 | 8,259 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 PTH | $111,306 | 2,742 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 PTH | $102,605 | 2,742 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 PTH | $112,841 | 2,752 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 PTH | $111,513 | 2,760 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 PTH | $104,661 | 2,736 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 PTH | $123,615 | 2,756 | Shares | Sole | 2022-04-18 | |
| 2021-03-31 PTH | $199,545 | 3,812 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 PTH | $186,908 | 3,503 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 PTH | $144,573 | 3,191 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 PTH | $72,168 | 1,771 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||