AAS
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Avantax Advisory Services’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$545K Sell
4,927
-93
-2% -$10.2K ﹤0.01% 1536
2025
Q1 		$544K Buy
5,020
+1
+0% +$108 ﹤0.01% 1456
2024
Q4 		$527K Sell
5,019
-143
-3% -$15K ﹤0.01% 1408
2024
Q3 		$526K Sell
5,162
-422
-8% -$41.7K ﹤0.01% 1382
2024
Q2 		$543K Sell
5,584
-1,017
-15% -$97.8K ﹤0.01% 1311
2024
Q1 		$645K Sell
6,601
-296
-4% -$27.8K 0.01% 929
2023
Q4 		$631K Buy
6,897
+14
+0.2% +$1.18K 0.01% 888
2023
Q3 		$574K Buy
+6,883
New +$595K 0.01% 890

Other funds holding PSL

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return