First Personal Financial Services’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

First Personal Financial Services’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 Q1	–	Sell	-407	Closed	-$14K	–	466
2019 Q4	$14K	Hold	407	–	–	﹤0.01%	262
2019 Q3	$14K	Hold	407	–	–	﹤0.01%	355
2019 Q2	$13K	Hold	407	–	–	﹤0.01%	470
2019 Q1	$13K	Hold	407	–	–	﹤0.01%	462
2018 Q4	$12K	Hold	407	–	–	﹤0.01%	443
2018 Q3	$12K	Hold	407	–	–	﹤0.01%	474
2018 Q2	$11K	Hold	407	–	–	﹤0.01%	476
2018 Q1	$11K	Hold	407	–	–	﹤0.01%	767
2017 Q4	$11K	Hold	407	–	–	﹤0.01%	767
2017 Q3	$11K	Hold	407	–	–	﹤0.01%	690
2017 Q2	$11K	Hold	407	–	–	﹤0.01%	701
2017 Q1	$11K	Hold	407	–	–	﹤0.01%	696
2016 Q4	$10K	Hold	407	–	–	﹤0.01%	713
2016 Q3	$11K	Hold	407	–	–	﹤0.01%	567
2016 Q2	$11K	Hold	407	–	–	﹤0.01%	548
2016 Q1	$10K	Hold	407	–	–	﹤0.01%	266
2015 Q4	$9K	Sell	407 -230	-36%	-$5.1K	0.01%	303
2015 Q3	$14K	Hold	637	–	–	0.01%	262
2015 Q2	$14K	Sell	637 -635	-50%	-$14K	0.01%	256
2015 Q1	$29K	Hold	1,272	–	–	0.02%	198
2014 Q4	$30K	Buy	+1,272	New	+$29.3K	0.02%	184

Other funds holding PUI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

First Personal Financial Services's PUI Position: Q1 2020 in Review

First Personal Financial Services sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2020, closing a stake of 407 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in PUI in Q4 2014 and held it in 21 quarters. The position peaked at $30K in Q4 2014. 48 funds tracked by Wall St. Rank hold PUI as of Q1 2020.

First Personal Financial Services reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 407 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2020, an estimated $14K.
First Personal Financial Services first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2014 and held it in 21 quarters.
First Personal Financial Services's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $30K in Q4 2014.
48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.