Western Wealth Management’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Western Wealth Management’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	$344K	Buy	+7,325	New	+$337K	0.01%	754
2020 Q2	–	Sell	-11,219	Closed	-$323K	–	444
2020 Q1	$323K	Sell	11,219 -237	-2%	-$7.99K	0.07%	254
2019 Q4	$393K	Sell	11,456 -21,610	-65%	-$735K	0.06%	270
2019 Q3	$1.16M	Buy	33,066 +229	+0.7%	+$7.69K	0.24%	105
2019 Q2	$1.06M	Sell	32,837 -6,460	-16%	-$208K	0.14%	125
2019 Q1	$1.27M	Buy	+39,297	New	+$1.21M	0.28%	87

Other funds holding PUI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFA

ROI Financial Advisors Beaverton, Oregon $167M AUM 33.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Western Wealth Management's PUI Position: Q1 2026 in Review

Western Wealth Management opened a new position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2026: 7,325 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in PUI as recently as Q1 2020.

Western Wealth Management first reported a position in PUI in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2019. 41 funds tracked by Wall St. Rank hold PUI as of Q1 2026.

Western Wealth Management held 7,325 shares of Invesco Dorsey Wright Utilities Momentum ETF worth $344K as of Q1 2026.
Invesco Dorsey Wright Utilities Momentum ETF was a new Western Wealth Management position in Q1 2026.
Invesco Dorsey Wright Utilities Momentum ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #754 holding.
Western Wealth Management first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q1 2019 and has held it in 6 quarters since.
Western Wealth Management's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $1.27M in Q1 2019.
41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.