AE Wealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

AE Wealth Management’s Portfolio PSL Stock Details PSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-62,718	Closed	-$5.74M	–	1784
2021 Q4	$5.74M	Buy	+62,718	New	+$5.64M	0.04%	390
2021 Q2	–	Sell	-2,999	Closed	-$278K	–	1657
2021 Q1	$278K	Sell	2,999 -31,919	-91%	-$2.9M	﹤0.01%	1283
2020 Q4	$3.02M	Buy	34,918 +5,818	+20%	+$480K	0.03%	377
2020 Q3	$2.21M	Buy	+29,100	New	+$2.16M	0.03%	396
2020 Q2	–	Sell	-5,942	Closed	-$334K	–	1323
2020 Q1	$334K	Hold	5,942	–	–	0.01%	848
2019 Q4	$440K	Sell	5,942 -898	-13%	-$64.5K	0.01%	776
2019 Q3	$493K	Buy	6,840 +1,914	+39%	+$141K	0.01%	617
2019 Q2	$354K	Buy	4,926 +1,412	+40%	+$101K	0.01%	695
2019 Q1	$249K	Buy	+3,514	New	+$241K	0.02%	526

Other funds holding PSL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AE Wealth Management's PSL Position: Q1 2022 in Review

AE Wealth Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2022, closing a stake of 62,718 shares — an estimated $5.74M sold.

AE Wealth Management first reported a position in PSL in Q1 2019 and held it in 9 quarters. The position peaked at $5.74M in Q4 2021. 55 funds tracked by Wall St. Rank hold PSL as of Q1 2022.

AE Wealth Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2022 after selling out during the quarter.
AE Wealth Management sold 62,718 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2022, an estimated $5.74M.
AE Wealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2019 and held it in 9 quarters.
AE Wealth Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $5.74M in Q4 2021.
55 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.