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GeoWealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

GeoWealth Management’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
2024
Q2 		– Sell
-2,247
Closed -$219K – 929
2024
Q1 		$219K Buy
+2,247
New +$211K 0.01% 659

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

GeoWealth Management's PSL Position: Q2 2024 in Review

GeoWealth Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2024, closing a stake of 2,247 shares — an estimated $219K sold.

GeoWealth Management first reported a position in PSL in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 51 funds tracked by Wall St. Rank hold PSL as of Q2 2024.

  • GeoWealth Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • GeoWealth Management sold 2,247 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2024, an estimated $219K.
  • GeoWealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2024 and held it in 1 quarter.
  • GeoWealth Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $219K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2024.

Based on GeoWealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.