JO
PUI icon

John Overdeck’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

John Overdeck’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 		– Sell
-8,483
Closed -$399K – 5344
2026
Q1 		$399K Buy
+8,483
New +$391K ﹤0.01% 3883

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

John Overdeck's PUI Position: Q2 2026 in Review

John Overdeck sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2026, closing a stake of 8,483 shares — an estimated $399K sold.

John Overdeck first reported a position in PUI in Q1 2026 and held it in 1 quarter. The position peaked at $399K in Q1 2026. 43 funds tracked by Wall St. Rank hold PUI as of Q2 2026.

  • John Overdeck reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 8,483 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2026, an estimated $399K.
  • John Overdeck first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q1 2026 and held it in 1 quarter.
  • John Overdeck's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $399K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.