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

NewEdge 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
2026
Q1 		$2.38K Buy
51
+1
+2% +$46 ﹤0.01% 3771
2025
Q4 		$2.19K Buy
+50
New +$2.29K ﹤0.01% 3869

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RFA
ROI Financial Advisors Beaverton, Oregon $167M AUM 33.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

NewEdge Advisors's PUI Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco Dorsey Wright Utilities Momentum ETF (PUI) stake by 2% in Q1 2026, buying an estimated $46 and bringing the position to 51 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3771.

NewEdge Advisors first reported a position in PUI in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold PUI as of Q1 2026.

  • NewEdge Advisors held 51 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $2.38K as of Q1 2026.
  • NewEdge Advisors bought 1 Invesco Dorsey Wright Utilities Momentum ETF share in Q1 2026, an estimated $46.
  • Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3771 holding.
  • NewEdge Advisors first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.