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

Blue Capital Inc’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
2024 Q4	$1.32M	Buy	+34,032	New	+$1.37M	0.93%	34

Other funds holding PUI

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

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

RFA

ROI Financial Advisors Beaverton, Oregon $193M AUM 45.18% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAL

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

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

Blue Capital Inc's PUI Position: Q4 2024 in Review

Blue Capital Inc opened a new position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q4 2024: 34,032 shares worth $1.32M. The stake represents 0.93% of the portfolio and ranks #34 among its holdings.

35 funds tracked by Wall St. Rank hold PUI as of Q4 2024.

Blue Capital Inc held 34,032 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $1.32M as of Q4 2024.
Invesco Dorsey Wright Utilities Momentum ETF was a new Blue Capital Inc position in Q4 2024.
Invesco Dorsey Wright Utilities Momentum ETF made up 0.93% of Blue Capital Inc's portfolio in Q4 2024, its #34 holding.
35 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2024.

Based on Blue Capital Inc's 13F filing for Q4 2024, filed 14 Feb 2025.