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 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAG

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

Certified Advisory Corp's PSL Position: Q2 2021 in Review

Certified Advisory Corp sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2021, closing a stake of 505 shares — an estimated $47K sold.

Certified Advisory Corp first reported a position in PSL in Q3 2018 and held it in 9 quarters. The position peaked at $65K in Q3 2018. 48 funds tracked by Wall St. Rank hold PSL as of Q2 2021.

Certified Advisory Corp reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 505 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2021, an estimated $47K.
Certified Advisory Corp first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2018 and held it in 9 quarters.
Certified Advisory Corp's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $65K in Q3 2018.
48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.