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Claraphi Advisory Network’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Claraphi Advisory Network’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
2019
Q4 		– Sell
-2,632
Closed -$92K – 354
2019
Q3 		$92K Buy
+2,632
New +$88.4K 0.06% 248

Other funds holding PUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Claraphi Advisory Network's PUI Position: Q4 2019 in Review

Claraphi Advisory Network sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q4 2019, closing a stake of 2,632 shares — an estimated $92K sold.

Claraphi Advisory Network first reported a position in PUI in Q3 2019 and held it in 1 quarter. The position peaked at $92K in Q3 2019. 58 funds tracked by Wall St. Rank hold PUI as of Q4 2019.

  • Claraphi Advisory Network reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q4 2019 after selling out during the quarter.
  • Claraphi Advisory Network sold 2,632 Invesco Dorsey Wright Utilities Momentum ETF shares in Q4 2019, an estimated $92K.
  • Claraphi Advisory Network first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2019 and held it in 1 quarter.
  • Claraphi Advisory Network's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $92K in Q3 2019.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2019.

Based on Claraphi Advisory Network's 13F filing for Q4 2019, filed 13 Feb 2020.