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National Planning Corporation’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,600
Closed -$37.7K – 1700
2014
Q4 		$37.7K Buy
+1,600
New +$36.9K ﹤0.01% 1410

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Susquehanna International Group
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VKH
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SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

National Planning Corporation's PUI Position: Q1 2015 in Review

National Planning Corporation sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2015, closing a stake of 1,600 shares — an estimated $37.7K sold.

National Planning Corporation first reported a position in PUI in Q4 2014 and held it in 1 quarter. The position peaked at $37.7K in Q4 2014. 24 funds tracked by Wall St. Rank hold PUI as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,600 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2015, an estimated $37.7K.
  • National Planning Corporation first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $37.7K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.