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Bellwether Investment Group’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Bellwether Investment Group’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
2016
Q2 		$74K Buy
+1,265
New +$71.7K 0.08% 201

Other funds holding PSL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bellwether Investment Group's PSL Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2016: 1,265 shares worth $74K. The stake represents 0.08% of the portfolio and ranks #201 among its holdings.

55 funds tracked by Wall St. Rank hold PSL as of Q2 2016.

  • Bellwether Investment Group held 1,265 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $74K as of Q2 2016.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF was a new Bellwether Investment Group position in Q2 2016.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.08% of Bellwether Investment Group's portfolio in Q2 2016, its #201 holding.
  • 55 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.