Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$667K Buy
14,025
+8,439
+151% +$399K ﹤0.01% 2686
2026
Q1 		$263K Sell
5,586
-8
-0.1% -$368 ﹤0.01% 3404
2025
Q4 		$244K Sell
5,594
-75
-1% -$3.43K ﹤0.01% 3398
2025
Q3 		$260K Sell
5,669
-36,317
-86% -$1.58M ﹤0.01% 3249
2025
Q2 		$1.76M Buy
41,986
+36,585
+677% +$1.5M 0.01% 1525
2025
Q1 		$221K Sell
5,401
-664
-11% -$26.7K ﹤0.01% 3124
2024
Q4 		$235K Sell
6,065
-68
-1% -$2.74K ﹤0.01% 3055
2024
Q3 		$248K Buy
6,133
+151
+3% +$5.63K ﹤0.01% 2977
2024
Q2 		$208K Buy
5,982
+26
+0.4% +$902 ﹤0.01% 2995
2024
Q1 		$201K Buy
+5,956
New +$189K ﹤0.01% 3023
2022
Q4 		– Sell
-7,342
Closed -$235K – 3194
2022
Q3 		$235K Sell
7,342
-712
-9% -$25.6K ﹤0.01% 2578
2022
Q2 		$277K Buy
8,054
+166
+2% +$5.96K ﹤0.01% 2451
2022
Q1 		$289K Sell
7,888
-453
-5% -$15.7K ﹤0.01% 2579
2021
Q4 		$298K Buy
+8,341
New +$284K ﹤0.01% 2533
2021
Q2 		– Sell
-6,242
Closed -$207K – 3158
2021
Q1 		$207K Buy
+6,242
New +$199K ﹤0.01% 2593
2020
Q4 		– Sell
-7,995
Closed -$236K – 2770
2020
Q3 		$236K Sell
7,995
-510
-6% -$15.5K ﹤0.01% 2118
2020
Q2 		$249K Buy
8,505
+609
+8% +$18.4K ﹤0.01% 2033
2020
Q1 		$228K Sell
7,896
-32,349
-80% -$1.09M ﹤0.01% 1847
2019
Q4 		$1.38M Buy
40,245
+11,313
+39% +$385K 0.01% 982
2019
Q3 		$1.01M Buy
28,932
+13,630
+89% +$458K 0.01% 1058
2019
Q2 		$497K Buy
15,302
+6,179
+68% +$199K ﹤0.01% 1431
2019
Q1 		$295K Buy
+9,123
New +$281K ﹤0.01% 1821
2018
Q1 		– Sell
-18,666
Closed -$519K – 2219
2017
Q4 		$519K Sell
18,666
-1,812
-9% -$52.2K 0.01% 1304
2017
Q3 		$571K Buy
20,478
+7,736
+61% +$219K 0.01% 1182
2017
Q2 		$350K Buy
+12,742
New +$354K 0.01% 1419
2016
Q4 		– Sell
-15,394
Closed -$398K – 1791
2016
Q3 		$398K Buy
15,394
+6,152
+67% +$164K 0.01% 1155
2016
Q2 		$258K Buy
+9,242
New +$238K 0.01% 1249

Other funds holding PUI

CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cambridge Investment Research Advisors's PUI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco Dorsey Wright Utilities Momentum ETF (PUI) stake by 151% in Q2 2026, buying an estimated $399K and bringing the position to 14,025 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Cambridge Investment Research Advisors first reported a position in PUI in Q2 2016 and has held it in 27 quarters since. The position peaked at $1.76M in Q2 2025. 11 funds tracked by Wall St. Rank hold PUI as of Q2 2026.

  • Cambridge Investment Research Advisors held 14,025 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $667K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 8,439 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2026, an estimated $399K.
  • Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2686 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q2 2016 and has held it in 27 quarters since.
  • Cambridge Investment Research Advisors's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $1.76M in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.