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Lansing Street Advisors’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Lansing Street Advisors’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
2022
Q4 		– Sell
-758
Closed -$24K – 373
2022
Q3 		$24K Buy
758
+44
+6% +$1.58K 0.02% 171
2022
Q2 		$25K Buy
+714
New +$25.6K 0.02% 161

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Lansing Street Advisors's PUI Position: Q4 2022 in Review

Lansing Street Advisors sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q4 2022, closing a stake of 758 shares — an estimated $24K sold.

Lansing Street Advisors first reported a position in PUI in Q2 2022 and held it in 2 quarters. The position peaked at $25K in Q2 2022. 29 funds tracked by Wall St. Rank hold PUI as of Q4 2022.

  • Lansing Street Advisors reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Lansing Street Advisors sold 758 Invesco Dorsey Wright Utilities Momentum ETF shares in Q4 2022, an estimated $24K.
  • Lansing Street Advisors first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q2 2022 and held it in 2 quarters.
  • Lansing Street Advisors's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $25K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2022.

Based on Lansing Street Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.