Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Cetera Investment Advisers’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 		$253K Sell
5,323
-246
-4% -$11.6K ﹤0.01% 4301
2026
Q1 		$262K Buy
5,569
+118
+2% +$5.43K ﹤0.01% 4096
2025
Q4 		$238K Buy
5,451
+100
+2% +$4.58K ﹤0.01% 4111
2025
Q3 		$246K Buy
+5,351
New +$234K ﹤0.01% 4000

Other funds holding PUI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFA
ROI Financial Advisors Beaverton, Oregon $193M AUM 45.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Cetera Investment Advisers's PUI Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco Dorsey Wright Utilities Momentum ETF (PUI) stake by 4.4% in Q2 2026, selling an estimated $11.6K and leaving 5,323 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #4301.

Cetera Investment Advisers first reported a position in PUI in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q1 2026. 42 funds tracked by Wall St. Rank hold PUI as of Q2 2026.

  • Cetera Investment Advisers held 5,323 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $253K as of Q2 2026.
  • Cetera Investment Advisers sold 246 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2026, an estimated $11.6K.
  • Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4301 holding.
  • Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $262K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.