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Cetera Advisor Networks’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.49M Sell
15,252
-1,577
-9% -$148K 0.01% 1184
2023
Q4 		$1.54M Sell
16,829
-1,405
-8% -$118K 0.01% 1109
2023
Q3 		$1.52M Buy
18,234
+817
+5% +$70.7K 0.01% 1030
2023
Q2 		$1.51M Sell
17,417
-972
-5% -$84.2K 0.01% 1002
2023
Q1 		$1.58M Buy
18,389
+245
+1% +$20.5K 0.01% 953
2022
Q4 		$1.5M Buy
18,144
+555
+3% +$45.7K 0.01% 955
2022
Q3 		$1.32M Sell
17,589
-338
-2% -$27.3K 0.02% 756
2022
Q2 		$1.41M Buy
17,927
+771
+4% +$63.6K 0.02% 725
2022
Q1 		$1.47M Buy
17,156
+4,661
+37% +$397K 0.02% 745
2021
Q4 		$1.14M Buy
12,495
+9,576
+328% +$861K 0.01% 842
2021
Q3 		$261K Buy
+2,919
New +$267K ﹤0.01% 1628
2020
Q3 		– Sell
-150
Closed -$10K – 2576
2020
Q2 		$10K Buy
+150
New +$9.36K ﹤0.01% 2723
2016
Q4 		– Sell
-5,274
Closed -$297K – 975
2016
Q3 		$297K Sell
5,274
-19,431
-79% -$1.12M 0.01% 773
2016
Q2 		$1.44M Sell
24,705
-12,471
-34% -$706K 0.08% 225
2016
Q1 		$2.12M Sell
37,176
-4,156
-10% -$229K 0.13% 163
2015
Q4 		$2.34M Buy
41,332
+2,101
+5% +$119K 0.15% 152
2015
Q3 		$2.12M Buy
39,231
+16,796
+75% +$933K 0.14% 152
2015
Q2 		$1.21M Hold
22,435
– – 0.08% 257
2015
Q1 		$1.21M Buy
22,435
+9,544
+74% +$500K 0.08% 258
2014
Q4 		$658K Buy
+12,891
New +$633K 0.05% 373

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Advisor Networks's PSL Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 9.4% in Q1 2024, selling an estimated $148K and leaving 15,252 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #1184.

Cetera Advisor Networks first reported a position in PSL in Q4 2014 and has held it in 20 quarters since. The position peaked at $2.34M in Q4 2015. 53 funds tracked by Wall St. Rank hold PSL as of Q1 2024.

  • Cetera Advisor Networks held 15,252 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $1.49M as of Q1 2024.
  • Cetera Advisor Networks sold 1,577 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2024, an estimated $148K.
  • Invesco Dorsey Wright Consumer Staples Momentum ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1184 holding.
  • Cetera Advisor Networks first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2014 and has held it in 20 quarters since.
  • Cetera Advisor Networks's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $2.34M in Q4 2015.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.