Aptus Capital Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Aptus Capital 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
2024 Q2	–	Sell	-14	Closed	-$1.37K	–	1223
2024 Q1	$1.37K	Hold	14	–	–	﹤0.01%	1148
2023 Q4	$1.28K	Hold	14	–	–	﹤0.01%	881
2023 Q3	$1.17K	Hold	14	–	–	﹤0.01%	879
2023 Q2	$1.22K	Hold	14	–	–	﹤0.01%	775
2023 Q1	$1.18K	Hold	14	–	–	﹤0.01%	769
2022 Q4	$1.16K	Buy	+14	New	+$1.15K	﹤0.01%	769
2022 Q3	–	Sell	-227	Closed	-$18K	–	801
2022 Q2	$18K	Buy	+227	New	+$18.7K	﹤0.01%	541

Other funds holding PSL

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Aptus Capital Advisors's PSL Position: Q2 2024 in Review

Aptus Capital Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2024, closing a stake of 14 shares — an estimated $1.37K sold.

Aptus Capital Advisors first reported a position in PSL in Q2 2022 and held it in 7 quarters. The position peaked at $18K in Q2 2022. 51 funds tracked by Wall St. Rank hold PSL as of Q2 2024.

Aptus Capital Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2024 after selling out during the quarter.
Aptus Capital Advisors sold 14 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2024, an estimated $1.37K.
Aptus Capital Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2022 and held it in 7 quarters.
Aptus Capital Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $18K in Q2 2022.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.