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

Aptus Capital Advisors’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
2022
Q3 		– Sell
-504
Closed -$17K – 802
2022
Q2 		$17K Buy
+504
New +$18.1K ﹤0.01% 543

Other funds holding PUI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Aptus Capital Advisors's PUI Position: Q3 2022 in Review

Aptus Capital Advisors sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q3 2022, closing a stake of 504 shares — an estimated $17K sold.

Aptus Capital Advisors first reported a position in PUI in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 37 funds tracked by Wall St. Rank hold PUI as of Q3 2022.

  • Aptus Capital Advisors reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 504 Invesco Dorsey Wright Utilities Momentum ETF shares in Q3 2022, an estimated $17K.
  • Aptus Capital Advisors first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q2 2022 and held it in 1 quarter.
  • Aptus Capital Advisors's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $17K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q3 2022.

Based on Aptus Capital Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.