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 $1.18B AUM 31.24% 1-Year Est. Return

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

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

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

SPC

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

IFP Advisors's PSL Position: Q2 2023 in Review

IFP Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2023, closing a stake of 128 shares — an estimated $8.88K sold.

IFP Advisors first reported a position in PSL in Q4 2015 and held it in 8 quarters. The position peaked at $36K in Q4 2015. 54 funds tracked by Wall St. Rank hold PSL as of Q2 2023.

IFP Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2023 after selling out during the quarter.
IFP Advisors sold 128 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2023, an estimated $8.88K.
IFP Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2015 and held it in 8 quarters.
IFP Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $36K in Q4 2015.
54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.