First Allied Advisory Services’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

First Allied Advisory Services’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
2020 Q3	–	Sell	-4,255	Closed	-$277K	–	1226
2020 Q2	$277K	Sell	4,255 -219	-5%	-$13.7K	0.01%	870
2020 Q1	$252K	Sell	4,474 -405	-8%	-$27.8K	0.01%	831
2019 Q4	$362K	Buy	4,879 +178	+4%	+$12.8K	0.01%	834
2019 Q3	$339K	Buy	4,701 +39	+0.8%	+$2.88K	0.01%	834
2019 Q2	$335K	Buy	4,662 +201	+5%	+$14.4K	0.01%	832
2019 Q1	$320K	Sell	4,461 -28	-0.6%	-$1.92K	0.01%	849
2018 Q4	$294K	Sell	4,489 -27	-0.6%	-$1.89K	0.01%	788
2018 Q3	$326K	Buy	+4,516	New	+$325K	0.01%	876
2018 Q1	–	Sell	-200	Closed	-$13K	–	1397
2017 Q4	$13K	Buy	+200	New	+$12.6K	﹤0.01%	1434

Other funds holding PSL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First Allied Advisory Services's PSL Position: Q3 2020 in Review

First Allied Advisory Services sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2020, closing a stake of 4,255 shares — an estimated $277K sold.

First Allied Advisory Services first reported a position in PSL in Q4 2017 and held it in 9 quarters. The position peaked at $362K in Q4 2019. 45 funds tracked by Wall St. Rank hold PSL as of Q3 2020.

First Allied Advisory Services reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2020 after selling out during the quarter.
First Allied Advisory Services sold 4,255 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2020, an estimated $277K.
First Allied Advisory Services first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2017 and held it in 9 quarters.
First Allied Advisory Services's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $362K in Q4 2019.
45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.