Cambridge Investment Research Advisors’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $201K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $1.38M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $497K | Buy |
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|
2019
Q1 | $295K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $519K | Sell |
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|
2017
Q3 | $571K | Buy |
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|
2017
Q2 | $350K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $398K | Buy |
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|
2016
Q2 | $258K | Buy |
|