B. Riley Wealth Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

B. Riley Wealth 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	-5,172	Closed	-$432K	–	1556
2024 Q1	$432K	Buy	5,172 +108	+2%	+$10.1K	0.01%	867
2023 Q4	$463K	Sell	5,064 -108	-2%	-$9.08K	0.01%	850
2023 Q3	$432K	Buy	5,172 +156	+3%	+$13.5K	0.01%	867
2023 Q2	$435K	Sell	5,016 -407	-8%	-$35.3K	0.01%	924
2023 Q1	$467K	Sell	5,423 -1,004	-16%	-$84.2K	0.01%	833
2022 Q4	$531K	Buy	6,427 +91	+1%	+$7.49K	0.01%	760
2022 Q3	$475K	Buy	+6,336	New	+$511K	0.01%	777
2015 Q1	–	Sell	-555	Closed	-$28K	–	1632
2014 Q4	$28K	Buy	+555	New	+$27.3K	﹤0.01%	2398
2014 Q3	–	Sell	-100	Closed	-$4.61K	–	1583
2014 Q2	$4.61K	Buy	+100	New	+$4.4K	﹤0.01%	2068

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

B. Riley Wealth Advisors's PSL Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2024, closing a stake of 5,172 shares — an estimated $432K sold.

B. Riley Wealth Advisors first reported a position in PSL in Q2 2014 and held it in 9 quarters. The position peaked at $531K in Q4 2022. 51 funds tracked by Wall St. Rank hold PSL as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,172 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2024, an estimated $432K.
B. Riley Wealth Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $531K in Q4 2022.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.