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Money Concepts Capital’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-30
Closed -$1.03K – 2293
2022
Q4 		$1.03K Buy
+30
New +$1.01K ﹤0.01% 2877
2022
Q2 		– Sell
-687
Closed -$25K – 2344
2022
Q1 		$25K Buy
+687
New +$23.8K ﹤0.01% 1526

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
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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Concepts Capital's PUI Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2023, closing a stake of 30 shares — an estimated $1.03K sold.

Money Concepts Capital first reported a position in PUI in Q1 2022 and held it in 2 quarters. The position peaked at $25K in Q1 2022. 29 funds tracked by Wall St. Rank hold PUI as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 30 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2023, an estimated $1.03K.
  • Money Concepts Capital first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $25K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.