Northwestern Mutual Wealth Management’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q3	–	Sell	-29	Closed	-$1.21K	–	4004
2025 Q2	$1.21K	Buy	+29	New	+$1.19K	﹤0.01%	3357
2023 Q1	–	Sell	-79	Closed	-$2.7K	–	3543
2022 Q4	$2.7K	Hold	79	–	–	﹤0.01%	2892
2022 Q3	$3K	Buy	+79	New	+$2.84K	﹤0.01%	2810
2022 Q2	–	Sell	-33	Closed	-$1K	–	3420
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	3019
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	3060
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	2946
2021 Q2	$1K	Sell	33 -10	-23%	-$340	﹤0.01%	2916
2021 Q1	$1K	Buy	43 +10	+30%	+$318	﹤0.01%	2701
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	2629
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	2461
2020 Q2	$1K	Buy	+33	New	+$994	﹤0.01%	2310
2019 Q4	–	Sell	-778	Closed	-$27K	–	2575
2019 Q3	$27K	Buy	+778	New	+$26.1K	﹤0.01%	1626

Other funds holding PUI

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's PUI Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q3 2025, closing a stake of 29 shares — an estimated $1.21K sold.

Northwestern Mutual Wealth Management first reported a position in PUI in Q3 2019 and held it in 12 quarters. The position peaked at $27K in Q3 2019. 37 funds tracked by Wall St. Rank hold PUI as of Q3 2025.

Northwestern Mutual Wealth Management reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q3 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 29 Invesco Dorsey Wright Utilities Momentum ETF shares in Q3 2025, an estimated $1.21K.
Northwestern Mutual Wealth Management first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2019 and held it in 12 quarters.
Northwestern Mutual Wealth Management's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $27K in Q3 2019.
37 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.