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 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

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

RFA

ROI Financial Advisors Beaverton, Oregon $167M AUM 33.39% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Founders Financial Alliance's PUI Position: Q1 2026 in Review

Founders Financial Alliance increased its Invesco Dorsey Wright Utilities Momentum ETF (PUI) stake by 0.7% in Q1 2026, buying an estimated $46 and bringing the position to 144 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Founders Financial Alliance first reported a position in PUI in Q3 2022 and has held it in 15 quarters since. The position peaked at $14K in Q3 2022. 41 funds tracked by Wall St. Rank hold PUI as of Q1 2026.

Founders Financial Alliance held 144 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $6.76K as of Q1 2026.
Founders Financial Alliance bought 1 Invesco Dorsey Wright Utilities Momentum ETF share in Q1 2026, an estimated $46.
Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #663 holding.
Founders Financial Alliance first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2022 and has held it in 15 quarters since.
Founders Financial Alliance's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $14K in Q3 2022.
41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.