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Institute for Wealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-72
Closed -$5K – 606
2019
Q4 		$5K Buy
+72
New +$5.17K ﹤0.01% 639

Other funds holding PSL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's PSL Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2020, closing a stake of 72 shares — an estimated $5K sold.

Institute for Wealth Management first reported a position in PSL in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 48 funds tracked by Wall St. Rank hold PSL as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 72 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2020, an estimated $5K.
  • Institute for Wealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $5K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.