Carson Wealth (CWM LLC)’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Carson Wealth (CWM LLC)’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	–	Sell	-88	Closed	-$8K	–	4042
2022 Q1	$8K	Buy	+88	New	+$7.5K	﹤0.01%	2634
2021 Q2	$10K	Hold	111	–	–	﹤0.01%	2112
2021 Q1	$10K	Hold	111	–	–	﹤0.01%	2111
2020 Q4	$10K	Hold	111	–	–	﹤0.01%	2111
2020 Q3	$10K	Hold	111	–	–	﹤0.01%	2110
2020 Q2	$10K	Hold	111	–	–	﹤0.01%	2110
2020 Q1	$10K	Hold	111	–	–	﹤0.01%	2110
2019 Q4	$10K	Hold	111	–	–	﹤0.01%	2110
2019 Q3	$10K	Hold	111	–	–	﹤0.01%	2110
2019 Q2	$10K	Hold	111	–	–	﹤0.01%	2110
2019 Q1	$10K	Buy	+111	New	+$7.6K	﹤0.01%	2110

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

Carson Wealth (CWM LLC)'s PSL Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2022, closing a stake of 88 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in PSL in Q1 2019 and held it in 11 quarters. The position peaked at $10K in Q2 2021. 56 funds tracked by Wall St. Rank hold PSL as of Q2 2022.

Carson Wealth (CWM LLC) reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 88 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2022, an estimated $8K.
Carson Wealth (CWM LLC) first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2019 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $10K in Q2 2021.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.