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

Kingsview 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
2023 Q3	–	Sell	-2,341	Closed	-$203K	–	993
2023 Q2	$203K	Buy	+2,341	New	+$203K	0.01%	857
2021 Q3	–	Sell	-3,359	Closed	-$316K	–	987
2021 Q2	$316K	Buy	+3,359	New	+$317K	0.02%	683
2020 Q2	–	Sell	-5,300	Closed	-$298K	–	645
2020 Q1	$298K	Hold	5,300	–	–	0.04%	361
2019 Q4	$393K	Hold	5,300	–	–	0.05%	325
2019 Q3	$382K	Hold	5,300	–	–	0.06%	298
2019 Q2	$381K	Hold	5,300	–	–	0.06%	282
2019 Q1	$376K	Hold	5,300	–	–	0.06%	311
2018 Q4	$346K	Buy	+5,300	New	+$372K	0.08%	264

Other funds holding PSL

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Kingsview Wealth Management's PSL Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2023, closing a stake of 2,341 shares — an estimated $203K sold.

Kingsview Wealth Management first reported a position in PSL in Q4 2018 and held it in 8 quarters. The position peaked at $393K in Q4 2019. 50 funds tracked by Wall St. Rank hold PSL as of Q3 2023.

Kingsview Wealth Management reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2023 after selling out during the quarter.
Kingsview Wealth Management sold 2,341 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2023, an estimated $203K.
Kingsview Wealth Management first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2018 and held it in 8 quarters.
Kingsview Wealth Management's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $393K in Q4 2019.
50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.