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

WealthPLAN 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
2023
Q3 		– Sell
-51
Closed -$1.65K – 930
2023
Q2 		$1.65K Hold
51
– – ﹤0.01% 1098
2023
Q1 		$1.69K Buy
+51
New +$1.7K ﹤0.01% 1154

Other funds holding PUI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's PUI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q3 2023, closing a stake of 51 shares — an estimated $1.65K sold.

WealthPLAN Partners first reported a position in PUI in Q1 2023 and held it in 2 quarters. The position peaked at $1.69K in Q1 2023. 25 funds tracked by Wall St. Rank hold PUI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 51 Invesco Dorsey Wright Utilities Momentum ETF shares in Q3 2023, an estimated $1.65K.
  • WealthPLAN Partners first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $1.69K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.