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Arkadios Wealth Advisors’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-177
Closed -$5K – 1470
2021
Q3 		$5K Hold
177
– – ﹤0.01% 1608
2021
Q2 		$5K Hold
177
– – ﹤0.01% 1737
2021
Q1 		$5K Hold
177
– – ﹤0.01% 1375
2020
Q4 		$5K Buy
+177
New +$5.6K ﹤0.01% 1127

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arkadios Wealth Advisors's PUI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q4 2021, closing a stake of 177 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in PUI in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 29 funds tracked by Wall St. Rank hold PUI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 177 Invesco Dorsey Wright Utilities Momentum ETF shares in Q4 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $5K in Q3 2021.
  • 29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.