United Capital Financial Advisors’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

United Capital Financial 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 Q1	–	Sell	-170,146	Closed	-$4.93M	–	1396
2018 Q4	$4.93M	Buy	+170,146	New	+$5.02M	0.04%	379
2017 Q3	–	Sell	-376,151	Closed	-$10.4M	–	1336
2017 Q2	$10.4M	Sell	376,151 -331,647	-47%	-$9.21M	0.09%	260
2017 Q1	$19.3M	Buy	+707,798	New	+$18.7M	0.18%	123
2016 Q3	–	Sell	-785,446	Closed	-$22M	–	1301
2016 Q2	$22M	Buy	785,446 +53,833	+7%	+$1.39M	0.22%	92
2016 Q1	$18.6M	Buy	+731,613	New	+$17.3M	0.2%	96

Other funds holding PUI

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

United Capital Financial Advisors's PUI Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2019, closing a stake of 170,146 shares — an estimated $4.93M sold.

United Capital Financial Advisors first reported a position in PUI in Q1 2016 and held it in 5 quarters. The position peaked at $22M in Q2 2016. 60 funds tracked by Wall St. Rank hold PUI as of Q1 2019.

United Capital Financial Advisors reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 170,146 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2019, an estimated $4.93M.
United Capital Financial Advisors first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q1 2016 and held it in 5 quarters.
United Capital Financial Advisors's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $22M in Q2 2016.
60 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.