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

Voya 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
2018
Q2 		– Sell
-8,300
Closed -$217K – 572
2018
Q1 		$217K Buy
8,300
+380
+5% +$9.84K 0.01% 510
2017
Q4 		$219K Buy
7,920
+713
+10% +$20.5K 0.01% 514
2017
Q3 		$202K Buy
+7,207
New +$204K 0.01% 498

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Voya Financial Advisors's PUI Position: Q2 2018 in Review

Voya Financial Advisors sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2018, closing a stake of 8,300 shares — an estimated $217K sold.

Voya Financial Advisors first reported a position in PUI in Q3 2017 and held it in 3 quarters. The position peaked at $219K in Q4 2017. 21 funds tracked by Wall St. Rank hold PUI as of Q2 2018.

  • Voya Financial Advisors reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q2 2018 after selling out during the quarter.
  • Voya Financial Advisors sold 8,300 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2018, an estimated $217K.
  • Voya Financial Advisors first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2017 and held it in 3 quarters.
  • Voya Financial Advisors's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $219K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2018.

Based on Voya Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.