Creative Planning
PSL icon

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

Creative Planning’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
2017
Q3 		– Sell
-250
Closed -$15K – 3253
2017
Q2 		$15K Hold
250
– – ﹤0.01% 3368
2017
Q1 		$15K Hold
250
– – ﹤0.01% 3336
2016
Q4 		$13K Hold
250
– – ﹤0.01% 3372
2016
Q3 		$14K Buy
+250
New +$14.5K ﹤0.01% 3279

Other funds holding PSL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Creative Planning's PSL Position: Q3 2017 in Review

Creative Planning sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2017, closing a stake of 250 shares — an estimated $15K sold.

Creative Planning first reported a position in PSL in Q3 2016 and held it in 4 quarters. The position peaked at $15K in Q2 2017. 32 funds tracked by Wall St. Rank hold PSL as of Q3 2017.

  • Creative Planning reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 250 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2017, an estimated $15K.
  • Creative Planning first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $15K in Q2 2017.
  • 32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.