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Fiduciary Alliance’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-312
Closed -$27.1K – 745
2023
Q2 		$27.1K Buy
+312
New +$27K 0.01% 403
2023
Q1 		– Sell
-312
Closed -$25.8K – 681
2022
Q4 		$25.8K Buy
+312
New +$25.7K 0.01% 288

Other funds holding PSL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Fiduciary Alliance's PSL Position: Q3 2023 in Review

Fiduciary Alliance sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2023, closing a stake of 312 shares — an estimated $27.1K sold.

Fiduciary Alliance first reported a position in PSL in Q4 2022 and held it in 2 quarters. The position peaked at $27.1K in Q2 2023. 50 funds tracked by Wall St. Rank hold PSL as of Q3 2023.

  • Fiduciary Alliance reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 312 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2023, an estimated $27.1K.
  • Fiduciary Alliance first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $27.1K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.