Farther Finance Advisors’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Farther Finance 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	$392K	Sell	8,246 -15	-0.2%	-$708	﹤0.01%	1742
2026 Q1	$391K	Hold	8,261	–	–	﹤0.01%	1566
2025 Q4	$360K	Buy	8,261 +75	+0.9%	+$3.43K	﹤0.01%	1526
2025 Q3	$376K	Hold	8,186	–	–	0.01%	1240
2025 Q2	$342K	Hold	8,186	–	–	0.01%	1113
2025 Q1	$336K	Buy	+8,186	New	+$329K	0.01%	991

Other funds holding PUI

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's PUI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Dorsey Wright Utilities Momentum ETF (PUI) stake by 0.18% in Q2 2026, selling an estimated $708 and leaving 8,246 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Farther Finance Advisors first reported a position in PUI in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold PUI as of Q2 2026.

Farther Finance Advisors held 8,246 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $392K as of Q2 2026.
Farther Finance Advisors sold 15 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2026, an estimated $708.
Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1742 holding.
Farther Finance Advisors first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q1 2025 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.