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Founders Financial Alliance’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Founders Financial Alliance’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 		$6.87K Buy
145
+1
+0.7% +$47 ﹤0.01% 713
2026
Q1 		$6.76K Buy
144
+1
+0.7% +$46 ﹤0.01% 663
2025
Q4 		$6.24K Buy
143
+1
+0.7% +$46 ﹤0.01% 540
2025
Q3 		$6.54K Hold
142
– – ﹤0.01% 634
2025
Q2 		$5.92K Buy
142
+1
+0.7% +$41 ﹤0.01% 485
2025
Q1 		$5.76K Buy
141
+1
+0.7% +$40 ﹤0.01% 551
2024
Q4 		$5.41K Buy
140
+1
+0.7% +$40 ﹤0.01% 517
2024
Q3 		$5.63K Buy
139
+1
+0.7% +$37 ﹤0.01% 522
2024
Q2 		$4.82K Sell
138
-99
-42% -$3.44K ﹤0.01% 511
2024
Q1 		$7.96K Buy
237
+1
+0.4% +$32 ﹤0.01% 489
2023
Q4 		$7.53K Sell
236
-137
-37% -$4.22K ﹤0.01% 444
2023
Q3 		$11.1K Buy
373
+2
+0.5% +$64 ﹤0.01% 412
2023
Q2 		$12K Buy
371
+2
+0.5% +$66 ﹤0.01% 440
2023
Q1 		$12.3K Buy
369
+1
+0.3% +$33 0.01% 393
2022
Q4 		$12.6K Sell
368
-58
-14% -$1.96K 0.01% 411
2022
Q3 		$14K Buy
+426
New +$15.3K 0.01% 402

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

Founders Financial Alliance's PUI Position: Q2 2026 in Review

Founders Financial Alliance increased its Invesco Dorsey Wright Utilities Momentum ETF (PUI) stake by 0.69% in Q2 2026, buying an estimated $47 and bringing the position to 145 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Founders Financial Alliance first reported a position in PUI in Q3 2022 and has held it in 16 quarters since. The position peaked at $14K in Q3 2022. 43 funds tracked by Wall St. Rank hold PUI as of Q2 2026.

  • Founders Financial Alliance held 145 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $6.87K as of Q2 2026.
  • Founders Financial Alliance bought 1 Invesco Dorsey Wright Utilities Momentum ETF share in Q2 2026, an estimated $47.
  • Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #713 holding.
  • Founders Financial Alliance first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2022 and has held it in 16 quarters since.
  • Founders Financial Alliance's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $14K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.