Ameritas Investment Company’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Ameritas Investment Company’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
2020 Q2	–	Sell	-4,392	Closed	-$126K	–	1286
2020 Q1	$126K	Buy	4,392 +462	+12%	+$15.6K	0.02%	445
2019 Q4	$135K	Buy	3,930 +25	+0.6%	+$850	0.03%	408
2019 Q3	$137K	Buy	+3,905	New	+$131K	0.03%	404
2019 Q1	–	Sell	-10,214	Closed	-$296K	–	1591
2018 Q4	$296K	Buy	+10,214	New	+$301K	0.06%	230

Other funds holding PUI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameritas Investment Company's PUI Position: Q2 2020 in Review

Ameritas Investment Company sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2020, closing a stake of 4,392 shares — an estimated $126K sold.

Ameritas Investment Company first reported a position in PUI in Q4 2018 and held it in 4 quarters. The position peaked at $296K in Q4 2018. 41 funds tracked by Wall St. Rank hold PUI as of Q2 2020.

Ameritas Investment Company reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 4,392 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2020, an estimated $126K.
Ameritas Investment Company first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $296K in Q4 2018.
41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.