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Global Retirement Partners’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Global Retirement 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
2025
Q4 		$153K Hold
3,509
– – ﹤0.01% 1639
2025
Q3 		$161K Buy
3,509
+1,000
+40% +$43.6K ﹤0.01% 1288
2025
Q2 		$105K Buy
+2,509
New +$103K ﹤0.01% 1411
2024
Q4 		$58.4K Buy
+1,509
New +$60.8K ﹤0.01% 1550

Other funds holding PUI

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 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
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's PUI Position: Q4 2025 in Review

Global Retirement Partners held its Invesco Dorsey Wright Utilities Momentum ETF (PUI) position steady in Q4 2025 at 3,509 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Global Retirement Partners first reported a position in PUI in Q4 2024 and has held it in 4 quarters since. The position peaked at $161K in Q3 2025. 43 funds tracked by Wall St. Rank hold PUI as of Q4 2025.

  • Global Retirement Partners held 3,509 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $153K as of Q4 2025.
  • Global Retirement Partners left its Invesco Dorsey Wright Utilities Momentum ETF share count unchanged in Q4 2025.
  • Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1639 holding.
  • Global Retirement Partners first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $161K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.