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Independent Advisor Alliance’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Independent Advisor Alliance’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
2019
Q1 		– Sell
-3,303
Closed -$222K – 462
2018
Q4 		$222K Buy
+3,303
New +$232K 0.04% 346

Other funds holding PSL

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's PSL Position: Q1 2019 in Review

Independent Advisor Alliance sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2019, closing a stake of 3,303 shares — an estimated $222K sold.

Independent Advisor Alliance first reported a position in PSL in Q4 2018 and held it in 1 quarter. The position peaked at $222K in Q4 2018. 45 funds tracked by Wall St. Rank hold PSL as of Q1 2019.

  • Independent Advisor Alliance reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,303 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2019, an estimated $222K.
  • Independent Advisor Alliance first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2018 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $222K in Q4 2018.
  • 45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2019.

Based on Independent Advisor Alliance's 13F filing for Q1 2019, filed 7 May 2019.