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Invesco Dorsey Wright Utilities Momentum ETF
PUI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17M +$1.48M +43,401 +10%
AWM
2
Affinity Wealth Management
Delaware
$14.8M +$452K +13,285 +3%
PS
3
Portfolio Strategies
New York
$13.1M -$1.65M -48,535 -11%
UBS Group
4
UBS Group
Switzerland
$12.4M -$794K -23,342 -6%
Wells Fargo
5
Wells Fargo
California
$6.18M -$2.06M -60,627 -25%
LPL Financial
6
LPL Financial
California
$4.48M -$585K -17,221 -12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.15M +$1.09M +32,181 +54%
EWP
8
Engrave Wealth Partners
Texas
$2.39M +$2.37M +69,656 New
IAA
9
Independent Advisor Alliance
North Carolina
$2.35M +$1.3M +38,385 +128%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.29M +$500K +14,711 +28%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.18M +$957K +28,159 +80%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$2.14M +$33.7K +992 +2%
NCM
13
Niemann Capital Management
Nevada
$2.07M -$29.7M -872,438 -94%
Bank of America
14
Bank of America
North Carolina
$1.48M -$2.59M -76,201 -64%
RJA
15
Raymond James & Associates
Florida
$1.43M -$1.37M -40,290 -49%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.38M +$385K +11,313 +39%
Citadel Advisors
17
Citadel Advisors
Florida
$1M -$375K -11,025 -27%
Truist Financial
18
Truist Financial
North Carolina
$924K +$915K +26,927 New
EWA
19
EP Wealth Advisors
California
$835K +$26.2K +770 +3%
TRCT
20
Tower Research Capital (TRC)
New York
$764K +$757K +22,261 New
Goldman Sachs
21
Goldman Sachs
New York
$713K – – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$615K -$3.14M -92,254 -84%
CAL
23
Capital Advisors Ltd
Ohio
$612K – – –
Stifel Financial
24
Stifel Financial
Missouri
$606K -$1.5M -44,170 -71%
TF
25
Trek Financial
Arizona
$566K +$646 +19 +0.1%
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