First Heartland Consultants’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

First Heartland Consultants’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	-24,658	Closed	-$2.04M	–	386
2022 Q4	$2.04M	Buy	+24,658	New	+$2.03M	0.33%	78

Other funds holding PSL

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Heartland Consultants's PSL Position: Q1 2023 in Review

First Heartland Consultants sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2023, closing a stake of 24,658 shares — an estimated $2.04M sold.

First Heartland Consultants first reported a position in PSL in Q4 2022 and held it in 1 quarter. The position peaked at $2.04M in Q4 2022. 52 funds tracked by Wall St. Rank hold PSL as of Q1 2023.

First Heartland Consultants reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 24,658 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2023, an estimated $2.04M.
First Heartland Consultants first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2022 and held it in 1 quarter.
First Heartland Consultants's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $2.04M in Q4 2022.
52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.