Meitav Investment House
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Meitav Investment House’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Meitav Investment House’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
2024
Q4 		– Sell
-7,350
Closed -$297K – 241
2024
Q3 		$297K Hold
7,350
– – 0.01% 201
2024
Q2 		$256K Hold
7,350
– – ﹤0.01% 206
2024
Q1 		$247K Hold
7,350
– – ﹤0.01% 210
2023
Q4 		$235K Sell
7,350
-10,169
-58% -$313K ﹤0.01% 315
2023
Q3 		$522K Hold
17,519
– – 0.01% 254
2023
Q2 		$565K Hold
17,519
– – 0.01% 269
2023
Q1 		$592K Sell
17,519
-2,935
-14% -$97.5K 0.01% 276
2022
Q4 		$705K Hold
20,454
– – 0.01% 272
2022
Q3 		$668K Hold
20,454
– – 0.01% 269
2022
Q2 		$703K Hold
20,454
– – 0.01% 261
2022
Q1 		$750K Hold
20,454
– – 0.01% 284
2021
Q4 		$730K Hold
20,454
– – 0.01% 280
2021
Q3 		$664K Buy
+20,454
New +$696K 0.01% 285

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RFA
ROI Financial Advisors Beaverton, Oregon $193M AUM 45.18% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meitav Investment House's PUI Position: Q4 2024 in Review

Meitav Investment House sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q4 2024, closing a stake of 7,350 shares — an estimated $297K sold.

Meitav Investment House first reported a position in PUI in Q3 2021 and held it in 13 quarters. The position peaked at $750K in Q1 2022. 35 funds tracked by Wall St. Rank hold PUI as of Q4 2024.

  • Meitav Investment House reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Meitav Investment House sold 7,350 Invesco Dorsey Wright Utilities Momentum ETF shares in Q4 2024, an estimated $297K.
  • Meitav Investment House first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2021 and held it in 13 quarters.
  • Meitav Investment House's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $750K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2024.

Based on Meitav Investment House's 13F filing for Q4 2024, filed 3 Feb 2025.