IA
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IFP Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

IFP Advisors’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
Q2 		– Sell
-128
Closed -$8.88K – 3545
2023
Q1 		$8.88K Hold
128
– – ﹤0.01% 2338
2022
Q4 		$9K Hold
128
– – ﹤0.01% 3463
2022
Q3 		$9K Hold
128
– – ﹤0.01% 3727
2022
Q2 		$9K Hold
128
– – ﹤0.01% 3479
2022
Q1 		$9K Buy
+128
New +$10.9K ﹤0.01% 3479
2016
Q4 		– Sell
-135
Closed -$8K – 4099
2016
Q3 		$8K Sell
135
-378
-74% -$21.9K ﹤0.01% 2987
2016
Q2 		$30K Buy
+513
New +$29.1K ﹤0.01% 2077
2016
Q1 		– Sell
-632
Closed -$36K – 3176
2015
Q4 		$36K Buy
+632
New +$35.8K ﹤0.01% 1809

Other funds holding PSL

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return