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	$505K	Sell	6,437 -2,121	-25%	-$175K	0.05%	295
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 $1.18B AUM 31.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

B. Riley Wealth Management's PSL Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 25% in Q2 2022, selling an estimated $175K and leaving 6,437 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #295.

B. Riley Wealth Management first reported a position in PSL in Q2 2020 and has held it in 9 quarters since. The position peaked at $733K in Q1 2022. 56 funds tracked by Wall St. Rank hold PSL as of Q2 2022.

B. Riley Wealth Management held 6,437 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $505K as of Q2 2022.
B. Riley Wealth Management sold 2,121 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2022, an estimated $175K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #295 holding.
B. Riley Wealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2020 and has held it in 9 quarters since.
B. Riley Wealth Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $733K in Q1 2022.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.