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Kowal Investment Group’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-750
Closed -$24K – 730
2021
Q3 		$24K Buy
+750
New +$25.5K 0.01% 352

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kowal Investment Group's PUI Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q4 2021, closing a stake of 750 shares — an estimated $24K sold.

Kowal Investment Group first reported a position in PUI in Q3 2021 and held it in 1 quarter. The position peaked at $24K in Q3 2021. 29 funds tracked by Wall St. Rank hold PUI as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 750 Invesco Dorsey Wright Utilities Momentum ETF shares in Q4 2021, an estimated $24K.
  • Kowal Investment Group first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $24K in Q3 2021.
  • 29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.