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Consolidated Planning Corp’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Consolidated Planning 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
2023
Q1 		– Sell
-25,733
Closed -$2.13M – 126
2022
Q4 		$2.13M Sell
25,733
-80
-0.3% -$6.58K 0.59% 46
2022
Q3 		$1.93M Buy
25,813
+320
+1% +$25.8K 0.6% 48
2022
Q2 		$2M Buy
+25,493
New +$2.1M 0.63% 47

Other funds holding PSL

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Consolidated Planning Corp's PSL Position: Q1 2023 in Review

Consolidated Planning Corp sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2023, closing a stake of 25,733 shares — an estimated $2.13M sold.

Consolidated Planning Corp first reported a position in PSL in Q2 2022 and held it in 3 quarters. The position peaked at $2.13M in Q4 2022. 53 funds tracked by Wall St. Rank hold PSL as of Q1 2023.

  • Consolidated Planning Corp reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Consolidated Planning Corp sold 25,733 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2023, an estimated $2.13M.
  • Consolidated Planning Corp first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2022 and held it in 3 quarters.
  • Consolidated Planning Corp's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $2.13M in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2023.

Based on Consolidated Planning Corp's 13F filing for Q1 2023, filed 4 May 2023.