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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return