American Portfolios Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

American Portfolios Advisors’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 Q3	$251K	Buy	3,356 +5	+0.1%	+$403	0.01%	931
2022 Q2	$263K	Buy	3,351 +767	+30%	+$63.3K	0.01%	927
2022 Q1	$221K	Buy	2,584 +66	+3%	+$5.63K	0.01%	1117
2021 Q4	$230K	Buy	2,518 +172	+7%	+$15.5K	0.01%	1083
2021 Q3	$210K	Buy	2,346 +7	+0.3%	+$641	0.01%	1093
2021 Q2	$219K	Buy	2,339 +8	+0.3%	+$756	0.01%	1064
2021 Q1	$216K	Buy	2,331 +2	+0.1%	+$182	0.01%	986
2020 Q4	$202K	Sell	2,329 -41	-2%	-$3.38K	0.01%	884
2020 Q3	$180K	Sell	2,370 -43	-2%	-$3.19K	0.01%	839
2020 Q2	$157K	Sell	2,413 -11	-0.5%	-$687	0.01%	821
2020 Q1	$136K	Buy	2,424 +5	+0.2%	+$343	0.01%	780
2019 Q4	$179K	Buy	2,419 +4	+0.2%	+$287	0.01%	781
2019 Q3	$174K	Buy	2,415 +366	+18%	+$27K	0.01%	761
2019 Q2	$147K	Hold	2,049	–	–	0.01%	835
2019 Q1	$145K	Hold	2,049	–	–	0.01%	738
2018 Q4	$134K	Buy	2,049 +269	+15%	+$18.9K	0.02%	642
2018 Q3	$128K	Hold	1,780	–	–	0.01%	741
2018 Q2	$126K	Hold	1,780	–	–	0.02%	720
2018 Q1	$119K	Buy	+1,780	New	+$118K	0.02%	687

Other funds holding PSL

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAG

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

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

CPC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's PSL Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 0.15% in Q3 2022, buying an estimated $403 and bringing the position to 3,356 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #931.

American Portfolios Advisors first reported a position in PSL in Q1 2018 and has held it in 19 quarters since. The position peaked at $263K in Q2 2022. 54 funds tracked by Wall St. Rank hold PSL as of Q3 2022.

American Portfolios Advisors held 3,356 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $251K as of Q3 2022.
American Portfolios Advisors bought 5 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2022, an estimated $403.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #931 holding.
American Portfolios Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2018 and has held it in 19 quarters since.
American Portfolios Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $263K in Q2 2022.
54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.