RAS
PUI icon

RPS Advisory Solutions’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

RPS Advisory Solutions’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 		– Sell
-11,603
Closed -$506K – 136
2025
Q4 		$506K Buy
+11,603
New +$531K 0.24% 71

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

RPS Advisory Solutions's PUI Position: Q1 2026 in Review

RPS Advisory Solutions sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2026, closing a stake of 11,603 shares — an estimated $506K sold.

RPS Advisory Solutions first reported a position in PUI in Q4 2025 and held it in 1 quarter. The position peaked at $506K in Q4 2025. 41 funds tracked by Wall St. Rank hold PUI as of Q1 2026.

  • RPS Advisory Solutions reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • RPS Advisory Solutions sold 11,603 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2026, an estimated $506K.
  • RPS Advisory Solutions first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2025 and held it in 1 quarter.
  • RPS Advisory Solutions's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $506K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2026.

Based on RPS Advisory Solutions's 13F filing for Q1 2026, filed 4 May 2026.