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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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
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 $528B AUM 27.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return