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Vision Retirement’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Vision Retirement’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
-101
Closed -$4.38K – 672
2025
Q4 		$4.38K Buy
+101
New +$4.63K ﹤0.01% 491

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFA
ROI Financial Advisors Beaverton, Oregon $193M AUM 45.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $419B AUM 72.04% 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 $672B AUM 33.48% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Vision Retirement's PUI Position: Q1 2026 in Review

Vision Retirement sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2026, closing a stake of 101 shares — an estimated $4.38K sold.

Vision Retirement first reported a position in PUI in Q4 2025 and held it in 1 quarter. The position peaked at $4.38K in Q4 2025. 41 funds tracked by Wall St. Rank hold PUI as of Q1 2026.

  • Vision Retirement reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Vision Retirement sold 101 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2026, an estimated $4.38K.
  • Vision Retirement first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Vision Retirement's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $4.38K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2026.

Based on Vision Retirement's 13F filing for Q1 2026, filed 7 May 2026.