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Invesco Dorsey Wright Utilities Momentum ETF
PUI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$22M +$23M +778,011 New
NCM
2
Niemann Capital Management
Nevada
$19M +$19.4M +655,719 New
AWM
3
Affinity Wealth Management
Delaware
$8.7M +$8.86M +300,304 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.37M +$7.52M +254,637 New
UBS Group
5
UBS Group
Switzerland
$6.61M +$6.64M +224,878 +6,928%
Morgan Stanley
6
Morgan Stanley
New York
$6.38M +$4.66M +158,041 +254%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.55M +$5.65M +191,525 New
UCFA
8
United Capital Financial Advisors
Texas
$4.93M +$5.02M +170,146 New
LPL Financial
9
LPL Financial
California
$2.82M +$452K +15,324 +19%
Wells Fargo
10
Wells Fargo
California
$2.58M +$2.15M +72,819 +449%
FMP
11
Financial Management Professionals
Texas
$2.2M +$2.24M +75,816 New
RJA
12
Raymond James & Associates
Florida
$2.11M +$2.15M +72,786 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.42M +$1.44M +48,955 New
Bank of America
14
Bank of America
North Carolina
$1.35M +$905K +30,651 +192%
Stifel Financial
15
Stifel Financial
Missouri
$1.19M +$1.2M +40,737 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$909K +$728K +24,666 +369%
EWA
17
EP Wealth Advisors
California
$646K +$659K +22,320 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$615K +$133K +4,491 +27%
OPA
19
Old Port Advisors
Maine
$601K +$596K +20,177 New
CAL
20
Capital Advisors Ltd
Ohio
$515K – – –
TF
21
Trek Financial
Arizona
$476K +$485K +16,420 New
BRWA
22
B. Riley Wealth Advisors
Florida
$469K +$477K +16,175 New
IAA
23
Independent Advisor Alliance
North Carolina
$464K +$447K +15,156 New
FA
24
Fortis Advisors
Pennsylvania
$463K +$472K +15,975 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$447K +$456K +15,441 New
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