CWM
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Concert Wealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-5,505
Closed -$313K – 813
2016
Q3 		$313K Buy
5,505
+250
+5% +$14.5K 0.04% 481
2016
Q2 		$313K Sell
5,255
-5,015
-49% -$284K 0.04% 450
2016
Q1 		$586K Sell
10,270
-813
-7% -$44.9K 0.08% 316
2015
Q4 		$631K Buy
11,083
+6,218
+128% +$352K 0.08% 306
2015
Q3 		$260K Buy
4,865
+465
+11% +$25.8K 0.04% 522
2015
Q2 		$233K Buy
+4,400
New +$234K 0.03% 585
2015
Q1 		– Sell
-5,450
Closed -$273K – 585
2014
Q4 		$273K Buy
+5,450
New +$268K 0.04% 482

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return