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

WealthSource 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
2019
Q2 		– Sell
-6,486
Closed -$210K – 473
2019
Q1 		$210K Buy
+6,486
New +$200K 0.05% 324

Other funds holding PUI

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthSource Partners's PUI Position: Q2 2019 in Review

WealthSource Partners sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q2 2019, closing a stake of 6,486 shares — an estimated $210K sold.

WealthSource Partners first reported a position in PUI in Q1 2019 and held it in 1 quarter. The position peaked at $210K in Q1 2019. 57 funds tracked by Wall St. Rank hold PUI as of Q2 2019.

  • WealthSource Partners reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • WealthSource Partners sold 6,486 Invesco Dorsey Wright Utilities Momentum ETF shares in Q2 2019, an estimated $210K.
  • WealthSource Partners first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q1 2019 and held it in 1 quarter.
  • WealthSource Partners's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $210K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.