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Sound Income Strategies’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-477
Closed -$22.6K – 1912
2026
Q1 		$22.6K Hold
477
– – ﹤0.01% 1132
2025
Q4 		$21.3K Buy
+477
New +$21.8K ﹤0.01% 1129

Other funds holding PUI

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Income Strategies's PUI Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2026, closing a stake of 477 shares — an estimated $22.6K sold.

Sound Income Strategies first reported a position in PUI in Q4 2025 and held it in 2 quarters. The position peaked at $22.6K in Q1 2026. 32 funds tracked by Wall St. Rank hold PUI as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 477 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2026, an estimated $22.6K.
  • Sound Income Strategies first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $22.6K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.