Prospera Financial Services’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Prospera Financial Services’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
2020 Q1	–	Sell	-10,060	Closed	-$345K	–	595
2019 Q4	$345K	Sell	10,060 -828	-8%	-$28.1K	0.03%	451
2019 Q3	$381K	Sell	10,888 -922	-8%	-$31K	0.04%	377
2019 Q2	$384K	Buy	+11,810	New	+$380K	0.04%	344

Other funds holding PUI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Prospera Financial Services's PUI Position: Q1 2020 in Review

Prospera Financial Services sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2020, closing a stake of 10,060 shares — an estimated $345K sold.

Prospera Financial Services first reported a position in PUI in Q2 2019 and held it in 3 quarters. The position peaked at $384K in Q2 2019. 48 funds tracked by Wall St. Rank hold PUI as of Q1 2020.

Prospera Financial Services reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2020 after selling out during the quarter.
Prospera Financial Services sold 10,060 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2020, an estimated $345K.
Prospera Financial Services first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q2 2019 and held it in 3 quarters.
Prospera Financial Services's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $384K in Q2 2019.
48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2020.

Based on Prospera Financial Services's 13F filing for Q1 2020, filed 15 May 2020.