Explore more topics
Public ownership evidence

Invesco Exchange-Traded Fund Trust Invesco Dorsey Wright Utilities Momentum ETF (PUI) Ownership Disclosures

Read PUI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 49 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Archer Investment Corp2026-06-302026-08-20125$5,944None
Transamerica Financial Advisors, LLC2026-06-302026-08-18267,604$12,726,164None
ROI Financial Advisors, LLC2026-06-302026-08-1548,939$2,327,347None
Ameritas Advisory Services, LLC2026-06-302026-08-155,677$269,958None
Western Wealth Management, LLC2026-06-302026-08-154,833$229,835None
OSAIC HOLDINGS, INC.2026-06-302026-08-1537,742$1,795,019None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1542,181$2,031,241None
ROYAL BANK OF CANADA2026-06-302026-08-153,141$149,000None
CITADEL ADVISORS LLC2026-06-302026-08-157,186$341,736None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,624$315,010None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15200$9,511None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$12None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,089$242,012None
BANK OF AMERICA CORP /DE/2026-06-302026-08-156,539$310,961None
UBS Group AG2026-06-302026-08-145,777$274,731None
Trek Financial, LLC2026-06-302026-08-1412,653$601,724None
MORGAN STANLEY2026-06-302026-08-141$84None
MORGAN STANLEY2026-06-302026-08-14533$25,347None
MORGAN STANLEY2026-06-302026-08-1441,201$1,959,347None
FMR LLC2026-06-302026-08-14831$39,521None
Integrated Wealth Concepts LLC2026-06-302026-08-135,076$241,390None
Cetera Investment Advisers2026-06-302026-08-135,323$253,118None
Advisory Services Network, LLC2026-06-302026-08-1314,845$705,942None
NewEdge Advisors, LLC2026-06-302026-08-1351$2,415None
StoneX Group Inc.2026-06-302026-08-137,100$337,646None
JPMORGAN CHASE & CO2026-06-302026-08-131,067$51,129None
JPMORGAN CHASE & CO2026-06-302026-08-1353$2,540None
Providence Capital Advisors, LLC2026-06-302026-08-12360$17,121None
WESTBOURNE INVESTMENTS, INC.2026-06-302026-08-124,485$213,288None
Arax Advisory Partners2026-06-302026-08-111,500$71,334None
LPL Financial LLC2026-06-302026-08-08117,452$5,585,509None
Global Retirement Partners, LLC2026-06-302026-08-073,509$166,873None
AlphaCore Capital LLC2026-06-302026-08-0724,536$1,166,829None
Parallel Advisors, LLC2026-06-302026-08-063,280$155,983None
Janney Montgomery Scott LLC2026-06-302026-08-06135,302$6,434,000None
BELLEVUE ASSET MANAGEMENT, LLC2026-06-302026-08-05628$29,865None
Founders Financial Alliance, LLC2026-06-302026-08-05145$6,872None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0410,610$504,543None
Archer Investment Corp2026-06-302026-08-04125$5,944None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3114,025$667,000None
NWF Advisory Services Inc.2026-06-302026-07-3012,435$591,357None
Sterling Capital Management LLC2026-06-302026-07-291,100$52,311None
PRIVATE TRUST CO NA2026-06-302026-07-291,377$65,484None
Private Advisor Group, LLC2026-06-302026-07-285,218$248,146None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2814,025$667,000None
Capital Investment Advisory Services, LLC2026-06-302026-07-24506$24,075None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-23390$18,254None
Farther Finance Advisors, LLC2026-06-302026-07-188,246$392,145None
Capital Advisors, Ltd. LLC2026-06-302026-07-1715,547$739,000None

90-day public filing window, up to 50 source positions.

Archer Investment Corp ↗Transamerica Financial Advisors, LLC ↗ROI Financial Advisors, LLC ↗Ameritas Advisory Services, LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.