Bellwether Investment Group’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Bellwether Investment Group’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
2016 Q2	$80K	Buy	+2,885	New	+$74.3K	0.09%	191

Other funds holding PUI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bellwether Investment Group's PUI Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2016: 2,885 shares worth $80K. The stake represents 0.09% of the portfolio and ranks #191 among its holdings.

44 funds tracked by Wall St. Rank hold PUI as of Q2 2016.

Bellwether Investment Group held 2,885 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $80K as of Q2 2016.
Invesco Dorsey Wright Utilities Momentum ETF was a new Bellwether Investment Group position in Q2 2016.
Invesco Dorsey Wright Utilities Momentum ETF made up 0.09% of Bellwether Investment Group's portfolio in Q2 2016, its #191 holding.
44 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.