BRWM
PSL icon

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

B. Riley Wealth Management’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
2022
Q2 		$505 Sell
6,437
-2,121
-25% -$175K ﹤0.01% 410
2022
Q1 		$733K Buy
8,558
+1,272
+17% +$108K 0.06% 258
2021
Q4 		$666K Buy
7,286
+325
+5% +$29.2K 0.05% 289
2021
Q3 		$623K Buy
6,961
+755
+12% +$69.1K 0.05% 293
2021
Q2 		$581K Sell
6,206
-269
-4% -$25.4K 0.06% 211
2021
Q1 		$600K Sell
6,475
-1,199
-16% -$109K 0.07% 207
2020
Q4 		$665K Sell
7,674
-2
-0% -$165 0.09% 177
2020
Q3 		$583K Buy
7,676
+2,448
+47% +$181K 0.07% 206
2020
Q2 		$340K Buy
+5,228
New +$326K 0.04% 276

Other funds holding PSL

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return