KCM
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Karp Capital Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Karp Capital 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
2019
Q1 		– Sell
-2,100
Closed -$137K – 306
2018
Q4 		$137K Buy
+2,100
New +$147K 0.07% 100
2016
Q1 		– Sell
-6,600
Closed -$375K – 95
2015
Q4 		$375K Buy
6,600
+2,000
+43% +$113K 0.22% 81
2015
Q3 		$248K Hold
4,600
– – 0.17% 81
2015
Q2 		$247K Hold
4,600
– – 0.17% 86
2015
Q1 		$248K Hold
4,600
– – 0.17% 90
2014
Q4 		$234K Buy
+4,600
New +$226K 0.17% 91

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