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Kalos Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Kalos 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
2021
Q3 		– Sell
-3,816
Closed -$351K – 309
2021
Q2 		$351K Buy
3,816
+191
+5% +$18.1K 0.14% 178
2021
Q1 		$341K Buy
+3,625
New +$329K 0.11% 200

Other funds holding PSL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Kalos Management's PSL Position: Q3 2021 in Review

Kalos Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2021, closing a stake of 3,816 shares — an estimated $351K sold.

Kalos Management first reported a position in PSL in Q1 2021 and held it in 2 quarters. The position peaked at $351K in Q2 2021. 49 funds tracked by Wall St. Rank hold PSL as of Q3 2021.

  • Kalos Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Kalos Management sold 3,816 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2021, an estimated $351K.
  • Kalos Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2021 and held it in 2 quarters.
  • Kalos Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $351K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2021.

Based on Kalos Management's 13F filing for Q3 2021, filed 10 Nov 2021.