Institute for Wealth Management’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Institute for Wealth Management’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	-297	Closed	-$10K	–	610
2019 Q4	$10K	Buy	+297	New	+$10.1K	﹤0.01%	604

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 $79.5B AUM 27.1% 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

Institute for Wealth Management's PUI Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2020, closing a stake of 297 shares — an estimated $10K sold.

Institute for Wealth Management first reported a position in PUI in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 48 funds tracked by Wall St. Rank hold PUI as of Q1 2020.

Institute for Wealth Management reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 297 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2020, an estimated $10K.
Institute for Wealth Management first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $10K in Q4 2019.
48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.