AlphaCore Capital’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

AlphaCore Capital’s Portfolio PUI Stock Details PUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Buy	+24,536	New	+$1.16M	0.02%	424

Other funds holding PUI

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

AlphaCore Capital's PUI Position: Q2 2026 in Review

AlphaCore Capital opened a new position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2026: 24,536 shares worth $1.17M. The stake represents 0.02% of the portfolio and ranks #424 among its holdings.

32 funds tracked by Wall St. Rank hold PUI as of Q2 2026.

AlphaCore Capital held 24,536 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $1.17M as of Q2 2026.
Invesco Dorsey Wright Utilities Momentum ETF was a new AlphaCore Capital position in Q2 2026.
Invesco Dorsey Wright Utilities Momentum ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #424 holding.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.