CAC
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Certified Advisory Corp’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Certified Advisory Corp’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
2021
Q2 		– Sell
-505
Closed -$47K – 599
2021
Q1 		$47K Buy
+505
New +$45.9K 0.01% 361
2020
Q2 		$33K Hold
505
– – 0.01% 361
2020
Q1 		$28K Hold
505
– – 0.01% 358
2019
Q4 		$37K Buy
505
+1
+0.2% +$72 0.01% 359
2019
Q3 		$36K Buy
504
+1
+0.2% +$74 0.01% 369
2019
Q2 		$36K Sell
503
-399
-44% -$28.6K 0.01% 369
2019
Q1 		$64K Hold
902
– – 0.03% 269
2018
Q4 		$59K Buy
902
+1
+0.1% +$70 0.03% 253
2018
Q3 		$65K Buy
+901
New +$64.8K 0.03% 261

Other funds holding PSL

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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return