Madden Advisory Services’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Madden Advisory Services’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
2017 Q2	–	Sell	-1,965	Closed	-$53K	–	203
2017 Q1	$53K	Buy	+1,965	New	+$51.9K	0.03%	122
2015 Q4	–	Sell	-2,190	Closed	-$47K	–	234
2015 Q3	$47K	Hold	2,190	–	–	0.03%	129
2015 Q2	$45K	Buy	+2,190	New	+$48.4K	0.03%	130
2015 Q1	–	Sell	-2,190	Closed	-$52K	–	225
2014 Q4	$52K	Hold	2,190	–	–	0.03%	135
2014 Q3	$48K	Sell	2,190 -400	-15%	-$8.98K	0.02%	164
2014 Q2	$60K	Hold	2,590	–	–	0.03%	150
2014 Q1	$56K	Hold	2,590	–	–	0.03%	142
2013 Q4	$53K	Hold	2,590	–	–	0.04%	126
2013 Q3	$50K	Sell	2,590 -215	-8%	-$4.2K	0.04%	114
2013 Q2	$54K	Buy	+2,805	New	+$53.9K	0.04%	106

Other funds holding PUI

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Madden Advisory Services's PUI Position: Q2 2017 in Review

Madden Advisory Services sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2017, closing a stake of 1,965 shares — an estimated $53K sold.

Madden Advisory Services first reported a position in PUI in Q2 2013 and held it in 10 quarters. The position peaked at $60K in Q2 2014. 30 funds tracked by Wall St. Rank hold PUI as of Q2 2017.

Madden Advisory Services reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 1,965 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2017, an estimated $53K.
Madden Advisory Services first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q2 2013 and held it in 10 quarters.
Madden Advisory Services's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $60K in Q2 2014.
30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.