Guardian Wealth Advisors (North Carolina)’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-14	Closed	-$1.36K	–	457
2024 Q1	$1.36K	Hold	14	–	–	﹤0.01%	433
2023 Q4	$1.27K	Hold	14	–	–	﹤0.01%	419
2023 Q3	$1.15K	Hold	14	–	–	﹤0.01%	401
2023 Q2	$1.2K	Hold	14	–	–	﹤0.01%	398
2023 Q1	$1.18K	Hold	14	–	–	﹤0.01%	389
2022 Q4	$1.13K	Buy	+14	New	+$1.15K	﹤0.01%	357

Other funds holding PSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PSL Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2024, closing a stake of 14 shares — an estimated $1.36K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PSL in Q4 2022 and held it in 6 quarters. The position peaked at $1.36K in Q1 2024. 51 funds tracked by Wall St. Rank hold PSL as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 14 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2024, an estimated $1.36K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2022 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $1.36K in Q1 2024.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.