Verus Capital Partners’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Verus Capital Partners’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
2020 Q1	$8K	Buy	289 +1	+0.3%	+$34	﹤0.01%	1073
2019 Q4	$10K	Buy	+288	New	+$9.79K	﹤0.01%	1134

Other funds holding PUI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Verus Capital Partners's PUI Position: Q1 2020 in Review

Verus Capital Partners increased its Invesco Dorsey Wright Utilities Momentum ETF (PUI) stake by 0.35% in Q1 2020, buying an estimated $34 and bringing the position to 289 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Verus Capital Partners first reported a position in PUI in Q4 2019 and has held it in 2 quarters since. The position peaked at $10K in Q4 2019. 48 funds tracked by Wall St. Rank hold PUI as of Q1 2020.

Verus Capital Partners held 289 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $8K as of Q1 2020.
Verus Capital Partners bought 1 Invesco Dorsey Wright Utilities Momentum ETF share in Q1 2020, an estimated $34.
Invesco Dorsey Wright Utilities Momentum ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1073 holding.
Verus Capital Partners first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $10K in Q4 2019.
48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.