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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Karp Capital Management's PSL Position: Q1 2019 in Review

Karp Capital Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2019, closing a stake of 2,100 shares — an estimated $137K sold.

Karp Capital Management first reported a position in PSL in Q4 2014 and held it in 6 quarters. The position peaked at $375K in Q4 2015. 45 funds tracked by Wall St. Rank hold PSL as of Q1 2019.

Karp Capital Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 2,100 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2019, an estimated $137K.
Karp Capital Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2014 and held it in 6 quarters.
Karp Capital Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $375K in Q4 2015.
45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.