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

Redhawk Wealth 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
2019
Q2 		– Sell
-449,469
Closed -$14.5M – 487
2019
Q1 		$14.5M Buy
+449,469
New +$13.9M 7.65% 2

Other funds holding PUI

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Redhawk Wealth Advisors's PUI Position: Q2 2019 in Review

Redhawk Wealth Advisors sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2019, closing a stake of 449,469 shares — an estimated $14.5M sold.

Redhawk Wealth Advisors first reported a position in PUI in Q1 2019 and held it in 1 quarter. The position peaked at $14.5M in Q1 2019. 57 funds tracked by Wall St. Rank hold PUI as of Q2 2019.

  • Redhawk Wealth Advisors reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 449,469 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2019, an estimated $14.5M.
  • Redhawk Wealth Advisors first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q1 2019 and held it in 1 quarter.
  • Redhawk Wealth Advisors's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $14.5M in Q1 2019.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2019.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.