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Engrave Wealth Partners’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-81
Closed -$2K – 334
2020
Q2 		$2K Sell
81
-70,575
-100% -$2.13M ﹤0.01% 406
2020
Q1 		$2.04M Buy
70,656
+1,000
+1% +$33.7K 2.4% 11
2019
Q4 		$2.39M Buy
+69,656
New +$2.37M 2.3% 13

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Engrave Wealth Partners's PUI Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q3 2020, closing a stake of 81 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in PUI in Q4 2019 and held it in 3 quarters. The position peaked at $2.39M in Q4 2019. 32 funds tracked by Wall St. Rank hold PUI as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 81 Invesco Dorsey Wright Utilities Momentum ETF shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $2.39M in Q4 2019.
  • 32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.