Avantax Planning Partners’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-166	Closed	-$12K	–	973
2018 Q3	$12K	Buy	+166	New	+$11.9K	﹤0.01%	836
2018 Q2	–	Sell	-166	Closed	-$11K	–	1165
2018 Q1	$11K	Buy	+166	New	+$11K	﹤0.01%	1007

Other funds holding PSL

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Avantax Planning Partners's PSL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2018, closing a stake of 166 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in PSL in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 45 funds tracked by Wall St. Rank hold PSL as of Q4 2018.

Avantax Planning Partners reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 166 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2018, an estimated $12K.
Avantax Planning Partners first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $12K in Q3 2018.
45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.