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Compass Advisory Group’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Compass Advisory Group’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
Q4 		– Sell
-3,265
Closed -$292K – 67
2021
Q3 		$292K Buy
+3,265
New +$299K 0.17% 47

Other funds holding PSL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
NMG
New Millennium Group Sandy, Utah $231M AUM 33.06% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return

Compass Advisory Group's PSL Position: Q4 2021 in Review

Compass Advisory Group sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2021, closing a stake of 3,265 shares — an estimated $292K sold.

Compass Advisory Group first reported a position in PSL in Q3 2021 and held it in 1 quarter. The position peaked at $292K in Q3 2021. 50 funds tracked by Wall St. Rank hold PSL as of Q4 2021.

  • Compass Advisory Group reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Compass Advisory Group sold 3,265 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2021, an estimated $292K.
  • Compass Advisory Group first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Compass Advisory Group's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $292K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2021.

Based on Compass Advisory Group's 13F filing for Q4 2021, filed 19 Jan 2022.