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Integrated Wealth Concepts’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Integrated Wealth Concepts’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 		$241K Buy
+5,076
New +$240K ﹤0.01% 2220

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

Integrated Wealth Concepts's PUI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2026: 5,076 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #2220 among its holdings.

43 funds tracked by Wall St. Rank hold PUI as of Q2 2026.

  • Integrated Wealth Concepts held 5,076 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $241K as of Q2 2026.
  • Invesco Dorsey Wright Utilities Momentum ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2220 holding.
  • 43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.