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Benjamin F. Edwards & Company’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Benjamin F. Edwards & Company’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 		$43K Hold
447
– – ﹤0.01% 1369
2024
Q1 		$44K Hold
447
– – ﹤0.01% 1340
2023
Q4 		$41K Sell
447
-31
-6% -$2.61K ﹤0.01% 1301
2023
Q3 		$40K Buy
478
+24
+5% +$2.08K ﹤0.01% 1120
2023
Q2 		$39K Sell
454
-1
-0.2% -$87 ﹤0.01% 1144
2023
Q1 		$39K Hold
455
– – ﹤0.01% 1153
2022
Q4 		$38K Buy
455
+157
+53% +$12.9K ﹤0.01% 1145
2022
Q3 		$22K Buy
298
+84
+39% +$6.78K ﹤0.01% 1234
2022
Q2 		$17K Sell
214
-1,578
-88% -$130K ﹤0.01% 1274
2022
Q1 		$153K Sell
1,792
-2
-0.1% -$170 0.01% 755
2021
Q4 		$164K Sell
1,794
-636
-26% -$57.2K 0.01% 747
2021
Q3 		$217K Buy
2,430
+724
+42% +$66.3K 0.01% 635
2021
Q2 		$160K Sell
1,706
-3,693
-68% -$349K 0.01% 714
2021
Q1 		$500K Buy
5,399
+283
+6% +$25.7K 0.03% 458
2020
Q4 		$443K Buy
5,116
+155
+3% +$12.8K 0.03% 460
2020
Q3 		$377K Buy
4,961
+218
+5% +$16.2K 0.03% 456
2020
Q2 		$308K Buy
4,743
+67
+1% +$4.18K 0.02% 473
2020
Q1 		$263K Buy
4,676
+1,768
+61% +$121K 0.02% 461
2019
Q4 		$215K Buy
2,908
+333
+13% +$23.9K 0.02% 578
2019
Q3 		$186K Sell
2,575
-12
-0.5% -$885 0.01% 574
2019
Q2 		$186K Buy
+2,587
New +$185K 0.02% 543

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Benjamin F. Edwards & Company's PSL Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) position steady in Q2 2024 at 447 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Benjamin F. Edwards & Company first reported a position in PSL in Q2 2019 and has held it in 21 quarters since. The position peaked at $500K in Q1 2021. 51 funds tracked by Wall St. Rank hold PSL as of Q2 2024.

  • Benjamin F. Edwards & Company held 447 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $43K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Invesco Dorsey Wright Consumer Staples Momentum ETF share count unchanged in Q2 2024.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1369 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2019 and has held it in 21 quarters since.
  • Benjamin F. Edwards & Company's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $500K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.