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PUIPUI
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Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF

LPL Financial LLC holds 117,452 shares of PUI (INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF), worth $5.6M as of 2026-Q2. The position was increased (+5.3% shares). PUI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$5.6M

Current Shares

117,452

Total Value Change

-$7.1M

Total Shares Change

-195,047

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
117,452
+5.3%
$5.6M0.0%$47.56
29
2026-Q1
Increased
111,488
+8.1%
$5.2M0.0%$47.71
29
2025-Q4
Increased
103,157
+2.8%
$4.5M0.0%$43.90
28
2025-Q3
Increased
100,341
+6.4%
$4.6M0.0%$45.56
29
2025-Q2
Increased
94,280
+6.4%
$3.9M0.0%$41.16
28
2025-Q1
Decreased
88,632
-62.1%
$3.6M0.0%$39.86
0
2024-Q4
Decreased
233,644
-25.2%
$9M0.0%$37.86
0
2024-Q3
Increased
312,499
+32.3%
$12.6M0.0%$39.16
36

Other major holders of PUI: UBS Group AG, HighTower Advisors, LLC

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