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Invesco Dorsey Wright Utilit (PUI)

CUSIP: 46137V795 | NYSE | 158 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC110,174
0.0% of portfolio›$4.5M
ROI Financial Advisors, LLC50,420
1.1% of portfolio›$2.1M
AlphaCore Capital LLC19,700
0.0% of portfolio›$807.4K
Capital Advisors, Ltd. LLC14,170
0.3% of portfolio›$581.0K
Trek Financial, LLC12,653
0.0% of portfolio›$518.6K
NWF Advisory Services Inc.12,435
0.0% of portfolio›$509.6K
StoneX Group Inc.9,399
0.0% of portfolio›$393.9K
Farther Finance Advisors, LLC8,246
0.0% of portfolio›$338.0K
Cambridge Investment Research Advisors, Inc.5,762
0.0% of portfolio›$236.0K
Parallel Advisors, LLC1,470
0.0% of portfolio›$60.2K
Private Trust Co NA1,377
0.0% of portfolio›$56.4K
Capital Investment Advisory Services, LLC509
0.0% of portfolio›$20.9K
CoreCap Advisors, LLC180
0.0% of portfolio›$7.4K
Archer Investment Corp125
0.0% of portfolio›$5.1K
StyleTurnoverLocationFiled
LPL Financial LLC
110,174$4.5M0.0%IndexVery LowFort Mill, SC2026-11-06
ROI Financial Advisors, LLC
50,420$2.1M1.1%GrowthVery LowBeaverton, OR2026-10-19
AlphaCore Capital LLC
19,700$807.4K0.0%ETFLowLa Jolla, CA2026-11-04
Capital Advisors, Ltd. LLC
14,170$581.0K0.3%ETFLowShaker Heights, OH2026-10-27
Trek Financial, LLC
12,653$518.6K0.0%ETFHighScottsdale, AZ2026-10-29
NWF Advisory Services Inc.
12,435$509.6K0.0%GARPLowLos Angeles, CA2026-10-19
StoneX Group Inc.
9,399$393.9K0.0%ETFMediumNew York, NY2026-11-03
Farther Finance Advisors, LLC
8,246$338.0K0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
5,762$236.0K0.0%ETFLowFairfield, IA2026-11-02
Parallel Advisors, LLC
1,470$60.2K0.0%IndexLowSan Francisco, CA2026-11-03
Private Trust Co NA
1,377$56.4K0.0%CoreLowCleveland, OH2026-10-20
Capital Investment Advisory Services, LLC
509$20.9K0.0%CoreMediumRaleigh, NC2026-10-30
CoreCap Advisors, LLC
180$7.4K0.0%ETFMediumSouthfield, MI2026-10-08
Archer Investment Corp
125$5.1K0.0%CoreMediumCarmel, IN2026-11-05