Steward Partners Investment Advisory’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-400	Closed	-$16.4K	–	4229
2025 Q1	$16.4K	Sell	400 -300	-43%	-$12.3K	﹤0.01%	2892
2024 Q4	$27.1K	Buy	+700	New	+$27.1K	﹤0.01%	2634