Allworth Financial’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Allworth Financial’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 Q2	–	Sell	-28	Closed	-$2K	–	2723
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	1817
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	1664
2021 Q3	$3K	Hold	28	–	–	﹤0.01%	1620
2021 Q2	$3K	Hold	28	–	–	﹤0.01%	1326
2021 Q1	$3K	Hold	28	–	–	﹤0.01%	1250
2020 Q4	$2K	Hold	28	–	–	﹤0.01%	1190
2020 Q3	$2K	Hold	28	–	–	﹤0.01%	1013
2020 Q2	$2K	Sell	28 -20	-42%	-$1.25K	﹤0.01%	1030
2020 Q1	$3K	Buy	48 +20	+71%	+$1.37K	﹤0.01%	997
2019 Q4	$2K	Buy	+28	New	+$2.01K	﹤0.01%	933

Other funds holding PSL

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Allworth Financial's PSL Position: Q2 2022 in Review

Allworth Financial sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2022, closing a stake of 28 shares — an estimated $2K sold.

Allworth Financial first reported a position in PSL in Q4 2019 and held it in 10 quarters. The position peaked at $3K in Q4 2021. 56 funds tracked by Wall St. Rank hold PSL as of Q2 2022.

Allworth Financial reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2022 after selling out during the quarter.
Allworth Financial sold 28 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2022, an estimated $2K.
Allworth Financial first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2019 and held it in 10 quarters.
Allworth Financial's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $3K in Q4 2021.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2022.

Based on Allworth Financial's 13F filing for Q2 2022, filed 13 Jul 2022.